Welcome to Portfolio Financial Consultancy

Professional Independent Financial Advice

For  Private Individuals, Businesses, Trustees & Professional Advisers across South Wales

Portfolio Financial Consultancy Ltd are a team of professional Independent Financial Advisers (IFAs).  We are based in Swansea Waterfront and cover the whole South Wales.  

Our Financial Advisors offer a free initial consultation at a convenient location to suit you.  We can meet you at our offices in SA1, your home, your work premises or another suitable venue.

Location

Our office is located in Langdon House in Swansea Waterfront but our team are located throughout South Wales.  We cover the whole region including Swansea, Carmarthen, Pembrokeshire, Neath Port Talbot, Bridgend, the Brecon Beacons, the Vale of Glamorgan and Cardiff.

FINANCIAL PLANNING

Financial Planning is not a one-off exercise. It is an ongoing process of managing financial matters with the aim of achieving goals in life. It requires regular monitoring and review that we can help with.

WEALTH MANAGEMENT

Wealth Management is the practice of bringing together investment advice, tax planning, retirement planning, estate planning and coordination of other professional advisers such as solicitors and accountants.

PENSIONS

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.

TAX 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.

TESTIMONIAL

“Thanks again for the update today and the last 2 years. Thanks to you I am starting to understand my money a bit more and actually find myself quite interested in what is going on.

You also have taken a lot of the scary element out of it. I also feel a lot more in control.

All your advice and recommendations today made sense and I feel a lot more positive for the future. So thanks for that too.”    S. Day

Our Approach

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.

If you would like to find out more please get in touch to arrange a free initial consultation.