At Portfolio Financial Consultancy Limited we are proud of the reputation we have built with our clients since formation as Independent Financial Advisers in 1999. We offer our clients a clear choice of advice services flexible enough to meet their changing needs. In addition we are proud of the qualifications, experience and expertise of our advisers and support staff, which enables Portfolio Financial Consultancy Limited to offer clients quality advice and professional on-going services.
In addition all of our Advisers are Diploma qualified in line with requirements of the Retail Distribution Review effective from 1st January 2013. Amongst the support staff is a Chartered Management Institute qualified manager working towards Chartered status. Portfolio Financial Consultancy Limited have also invested in the education and development of all support staff with several currently pursuing financial services qualifications funded by the company.
Portfolio Financial Consultancy Ltd is authorised and regulated by the
Registered in England & Wales. Registration number is 04424786
Few people in the UK are saving sufficiently to provide them with the standard of living they hope for in retirement. Those nearing retirement also face many options for their accumulated pension pots. We can help bring clarity to your retirement planning.
The government offer many legitimate opportunities for individuals to reduce the amount of tax they pay. We can help you identify areas of tax wastage and advise on ways to become more tax efficient.
Our ethos is straightforward: To provide our clients with an unrivalled standard of service and advice. Our aim is to create individual solutions to meet our clients’ financial objectives. Our independent advice will take into account a range of issues such as investment management, tax and estate planning, business ownership and insurance protection. This culminates in the creation of a bespoke financial plan based on our clients’ specific financial goals and values. Whatever our clients’ financial planning needs we are able to provide the advice and guidance to enable them to make competent and confident decisions.
We regularly monitor client portfolios and investments to ensure that we provide the best possible risk management, appropriate to the clients’ circumstances. Our advice and guidance is underpinned by regular liaison with fund analysts and experts in the financial services sector.
We also work closely with experts from other areas of professional advice, such as solicitors and accountants, to provide a holistic approach to financial planning, based on clients’ specific circumstances and objectives.
Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details:
