Well established financial advisers, South Wales


Portfolio Financial Consultancy Limited is a firm of Independent Financial Advisers covering the whole of South Wales from offices in Swansea and Pontypool. Our ethos is straightforward: To give our clients the highest possible standard of advice.

At Portfolio Financial Consultancy Limited, our aim is to create unique solutions to solve our clients’ financial issues. Our independent advice will take into account a range of issues such as, investment management, tax and estate planning, business ownership and insurance protection, culminating in the creation of a 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.

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