Call now on: 01495 762763 or 01792 771331

Domestic Financial Services

We can provide a full range of domestic financial services including mortgages, pension planning, and savings & investments.

Mortgages
We deal with all aspects of mortgage advice and we are happy to advise you in area's such as  - Moving Home Re-mortgaging First Time Buyer Debt Consolidation Home Improvements. We are totally 'INDEPENDENT' for our mortgage sourcing an... more...

 

Savings & Investments
There are many types of Investment products in the UK and these are continuously changing and advancing as clients needs and requirements are becoming more specific and advanced to suit either the need for capital growth or an income or even both.... more...

 

Pension Planning
Your retirement planning will be the largest and most important decision of your financial life so therefore we ensure that all of our clients are comprehensively guided through this decision making process and continuously reviewed to ensure that...more...

 

Protection for mortgage repayment, family, IHT and income protection
Protecting the most important asset of all...YOU is a vital part of financial planning. Whether its for family,business or mortgage purposes, life assurance,critical illness and income protection are essential to ensure you and your family are ade... more...

 

Building and contents insurance
We also offer a variety of providers products for Household Building & Contents Insurance to protect your home.Please let us offer you our advice in this important area of financial planning . more...

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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