At Portal Financial Management Ltd we believe in delivering a fair outcome to clients whilst offering a first class financial service. We're a small and friendly firm based in Llandudno with over 25 years experience in the business. As your partner in building wealth and security, we focus on ways that we can help you to live the life you want to live.
Let us help guide you through the maze of Investment Trusts, Unit Trusts, Nisas, OEICs, Offshore investments and more. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
Let us help guide you through the maze of Investment Trusts, Unit Trusts, Nisas, OEICs, Offshore investments and more. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
Services
Portal Financial Management Ltd are an experienced team of Independent Financial Advisers, based in Llandudno, North Wales. We have an extensive knowledge of all aspects of the Financial Services Industry with over 25 years of experience within the industry. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
All new clients are invited to an initial meeting at which the services we offer will be explained fully. The purpose of this first meeting is to determine if we are the right people to advise you and whether our service would be of benefit to you. This initial meeting is offered to you without any charge to you or any obligation on your part.
Treating customers fairly (TCF) is central to the delivery of The Financial Conduct Authority (FCA) retail regulatory agenda, which aims to ensure an efficient and effective market and thereby help consumers achieve a fair deal.
Firms must be able to demonstrate that they are consistently delivering fair outcomes to consumers and that senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to their business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
Firms must be able to demonstrate that they are consistently delivering fair outcomes to consumers and that senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to their business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
We offer a diverse range of wealth management products. The right combination of investments can be different for each client, being reliant on their needs, goals and attitude to risk. We are there to help you construct a portfolio that will help you achieve your goals. The right investments can assist you in growing your wealth and protecting it against inflation.
It is never too early to begin to consider retirement planning. However, once you reach the stage of considering your retirement income, expert financial advice becomes even more important. The choices you make at this time will affect your lifestyle, so you need to make sure they are right. Pensions can be an effective form of tax planning, based on current rules, achieving tax free growth and a tax free lump sum.
Reviews
Be the first to review Portal Financial Management.
Write a Review
