Financial advice the way you want it.

About Portland Wealth Management Ltd

At Portland we have strong values and we apply these to everything we do.  Being compassionate and caring about our clients and employees. Being authentic, open and uncomplicated in how we talk. Being creative in how we solve problems and create plans so they are personal and individual. Being professional, constantly improving so that we are the best at what we do.  All these values and a strong sense of family are the foundation of the way we work.

Why Choose Portland Wealth Management Ltd

  • Fully independent advice
  • Personal, friendly ‘family’ style service
  • Long lasting client relationships
  • Skilled and experienced advisers
  • Passion for quality service and reliability
  • Experts in more complex areas

Get To Know The Portland Wealth Management Ltd Team

Christian Sylvester

Director & Financial Planner

Christian has been in financial services throughout his career and a Financial Planner since 2006. He advises clients with varying…

Amanda Corker

Director & Financial Planner

Prior to becoming a financial planner Amanda had been Director of Communications for a major UK Insurance and Investment company.…

Morwenna Clarke CFP

Certified Financial Planner

Morwenna is a Chartered fellow of the Chartered Institute for Securities and Investment and has been designing financial solutions for…

Gordon Henry

Business Support

With over 20 years’ experience within the financial services industry, and a Diploma in Business Studies, Gordon joined Portland Wealth…

Amanda Crook

Business Support

Amanda has worked for over 30 years in the Financial Services Sector with a specialist knowledge of mortgages following her…

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