Call now on: 01495 762763 or 01792 771331

About Portfolio Financial

Portfolio Financial Consultancy Ltd. has over 60 years combined experience in giving advice by advisers. As professional Financial Advisers, we specialise in giving advice to clients on a wide range of financial matters. We are able to give clear, easy to understand advice to meet your objectives.

Portfolio can offer many services to both our individual and corporate clients. These can be summarised as follows -

  • Whole of market 'Independent Financial Advice'
  • Financial Advice from the whole of market range of providers
  • Whole of market advice for all types of mortgages
  • Household Insurance products from a list of highly competitive providers.

What we can guarantee to all of our clients is -

  • Ethical advice in every process
  • Ongoing servicing for all of our clients
  • Qualifications to cover all advice aspects

Our advice process - explained

 

Mortgate quote form
Life Insurance enquiry
Pension enquiry
Savings and investments

 

Areas Covered

  • Investments and savings
  • Retirement Planning
  • Mortgages and re-mortgages
  • Protection - personal and business
  • Inheritance tax advice
  • Trust planning and estate planning.
  • Household Insurance

We offer a 'whole of market independent financial advisory service' for our clients.
We are remunerated by either fees or commisson.

Portfolio Financial Consultancy Ltd. is authorised and regulated by the Financial Services Authority.

Contact us by telephone
Tel: 01495 762763
Tel: 01792 771331

info@portfolio.org.uk
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