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Portland Wealth Management – Independent Financial Planners

We take care of your financial planning so that you can get on with the things that really matter to you. We are Independent Financial Planners. We work with families, business owners and individuals helping you to plan and achieve your personal and financial future. Everyone is on a different journey so we provide bespoke planning to

suit your individual needs. Whatever you need from life insurance and protection planning, retirement planning, investment management, estate planning and inheritance tax planning, Wills and Trusts and tax. We can help. We provide financial peace of mind so you can get on with living your life.

Financial Planning Process

Discovery

Discovery

We work with you to take an in-depth look at where you are today and establish your goals and aspirations

Discovery

Research
& Analysis

We review your existing policies, investments & pensions. We then do the research to produce a bespoke Financial Plan

Discovery

Your
Financial
Plan

We create a Financial Plan tailored to your current situation to help you achieve your goals

Discovery

Implement
Plan

We put your plan into action. Completing paper work and getting you on the right path

Discovery

Monitor
& Review

We monitor and review your plan to ensure it stays on track or changes as your goals & priorities do. We keep in touch and are always available to chat

Book a Discovery Meeting

At Portland we always look forward to engaging with our clients, both old and new. If you have a question about our services, fill in this quick contact form and we will get back in touch with you as soon as possible. Thank you.

If you have a more detailed request or would like to book a Discovery Call with one of our Financial Planners, please visit our contact page and complete the form. Any initial conversation is on us.

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    What Our Clients Think

    See All Testimonials >

    Four years ago I was planning on my retirement and what to do with my pension fund, daunting! That was when we first met Christian. He explained in great detail our options and how we could secure our financial situation for the future, its long term effects together with our own expectations. His advice was extra ordinary, as even through the current International Pandemic and Brexit, our funds have been invested extremely well. Further to this we took his advice to secure a Trust Fund fo...

    Hywel & Babs

    Vale of Glamorgan

    Portland Wealth Management looks after three generations of our family’s wealth and has adopted secure and innovative approaches to successfully protect and grow our finances. Our dedicated financial adviser is a highly trusted professional, with whom have built a close working relationship. This allows him to manage our finances with our best interests at heart, especially in the provision of vital IHT mitigation solutions. His advice and guidance are always transparent, fair and sound, and...

    Helen & Jan

    Powys

    Portland Wealth Management Ltd