Financial Planning is the process of looking at your personal situation, understanding where you are today, creating life goals and then making a plan to make those goals financially possible. Whether you are starting out in life and wanting to invest for your future, starting a family and looking for financial protection to ensure you and your loved ones don’t suffer hardship if life inevitably throws a curve ball, or moving towards retirement and wanting to get yourself in the best position to transition into a new stage of life. Having a financial plan is essential to getting there and this is where we can help and guide you. We look at your situation and goals and create a plan that works for you. We then guide you along the way, making changes where necessary and making sure you stay on track.
Financial Planning
What Our Clients Think
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
