Call now on: 01495 762763 or 01792 771331

Financial Advisor in Swansea

With our offices based in the Swansea Enterprise Park, Portfolio Financial Advisors can offer professional advice on all aspects of finance. Including pensions, investments, mortgages and retirement plans.

Our main financial advisor working out of the Swansea office is Christian Roche. Christian is able to offer personal financial advice that can be invaluable if you are looking to grow your investments. If you're planning for retirement or would just like to speak to a financial advisor Swansea, call us to arrange a full financial review. Christian Roche has over 20 years of experience as a financial advisor dealing with investment management. He specializes in offering independent financial, pension and mortgage advice as a qualified IFA in and around the Swansea and West Wales region.

Chris is continually looking to broaden and add value to his clients investments. He is continuously striving to increase wealth for Portfolio's clients within the Investment Management Arena.

 

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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