Financial Planning for Business Owners

Financial Planning for Business Owners

We work with Business owners and Directors to provide financial planning advice to support every stage of the business journey. Whether starting a new business and taking on your first employees to more established businesses looking to build financial resilience and protection to those looking beyond sale to retirement. We can provide advice and support.

We can provide advice across the full range of business financial planning needs including: Protecting the business through shareholder and key person life cover, to attracting and retaining employees through benefits such as group life and health cover and pension schemes.

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What Our Clients Think

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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

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 Ltd