Established in 2005, Strategic Financial Portfolios Limited has delivered sound strategies benefiting new and existing clients. We have enjoyed steady growth built on our core values and prudent management. Our team consists of two directors, three Independent Financial Advisers a Mortgage Adviser and a strong support team.
Away from the business Rob enjoys keeping fit and playing golf. He has a passion for good food and travel, and is married with 2 children.
Mohammed has been providing financial advice for over 25 years, assisting clients with buying, selling and restructuring property portfolios. He is a qualified Construction Engineer with specialist knowledge in the mortgage market.
Welcome To Strategic Financial Portfolios
Strategic Financial Portfolios Limited is a firm of independent financial advisers with combined experience of over 90 years specialising in bespoke fee based financial planning to Individuals, Companies and Trusts.
At Strategic Financial Portfolios we work closely with our clients in creating a trusting relationship. Our core belief is that we have been successful because we have been able to give highly individual advice that is entirely focused on our client’s specific situation and needs.
To provide truly holistic financial advice we aim to work with your Tax and Legal advisers.
"Mohammed Bostan has been my financial advisor since 2008 and has provided good advice and support through many difficult situations like probate, IHT, and developing and growing various portfolios for my family. He is very professional, friendly and most importantly very knowledgeable about the financial services industry. He always puts the client first and is honest and straightforward in all his dealings. I would highly recommend his services to anyone."
“Coming up to my retirement in 2005, my wife and I were left with a dilemma of investing our wealth and private pension after dealing with a national bank for many years. My wife and I were introduced to Mohammed Bostan, an independent adviser by our accountant. After various meetings we came up with a scheme for both investments and pensions. Over the last 8 years we both have complete ease of mind and enjoyment in the way that Mohammed has taken great care with professionalism in looking after our needs, investments, and forward planning. Strategic Financial Portfolios Limited are a company that my wife and I would both strongly recommend.”
"Mohammed Bostan has been our financial adviser for around 15 years. He has always provided a friendly and approachable service. Our investments have been managed very well by him with good returns through a difficult time. He provides good and prudent advice. In addition, all the administrative hassle of managing our investments has largely been removed. He also keeps in frequent contact and is always available."
Strategic Financial Portfolios Limited is Authorised and Regulated by the Financial Conduct Authority.
Strategic Financial Portfolios Limited is Registered as a Limited Company In England And Wales No. 05455497.
Strategic Financial Portfolios Limited is recorded on the
