Financial planning is about establishing and meeting short and longer-term goals and dreams. It doesn't matter where you start, with nothing or with lots, creating a plan is the first step to achieving your goals. Our Financial Planners provide expert, independent financial advice to help you create a plan and advise you along the way.
The best bit is being there at the end when your dreams come true. Portland Wealth Management is a small firm of Independent Financial Planners. Our team works with personal and corporate clients throughout the region and the UK, providing independent advice and recommendations.
The best bit is being there at the end when your dreams come true. Portland Wealth Management is a small firm of Independent Financial Planners. Our team works with personal and corporate clients throughout the region and the UK, providing independent advice and recommendations.
Services
The Portland team is made up of experienced advisers and assistants, each with complimentary skill sets. We work as a team, consulting with one another regularly to resolve some of the more challenging issues, however we only do this after advising you, and we never share anything outside the office without your prior agreement.
You will find we can advise on all aspects of personal and small / family business financial planning and are able to utilise the diverse experience of our highly qualified advisers. We arrange portfolios specifically balanced to your goals, investment risk profile and tolerance for loss.
We generally use third party discretionary fund managers for this as history shows they can do a better job, spending almost all their time looking at and working on your money, while we concentrate on you and the "bigger picture".Whole of market mortgage and protection advice. Appointments can be arranged at our offices or in the comfort of your own home with some evening appointments available.
We generally use third party discretionary fund managers for this as history shows they can do a better job, spending almost all their time looking at and working on your money, while we concentrate on you and the "bigger picture".Whole of market mortgage and protection advice. Appointments can be arranged at our offices or in the comfort of your own home with some evening appointments available.
To contact us for a no obligation initial discussion at our expense, please call or email. Most of our clients have been introduced by someone we know. If this is true for you, please let us know when you call to make your initial appointment. If you have a complaint about our products or service please read the following information and get in touch.
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