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 we would wholeheartedly recommend the services of PWM.
Helen & Jan
12th July 2022
Client Feedback...
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 for our daughters for our estate. Christian again gave us clear and professional advice before we committed to anything.
Throughout all our dealings he has been in contact, updating us on the progress of how our financial situation has progressed. We have never felt more comfortable asking questions and advice, which coming from a nonfinancial background, he explained clearly at every step. Christian is now more of a family friend rather than our financial advisor and we could not recommend him or indeed his team at Portland Wealth Management highly enough.
Hywel & Babs
Vale of Glamorgan
