Call now on: 01495 762763 or 01792 771331

Financial Advisors, Investments & Mortgages

Portfolio Financial Consultancy has been established since 1999 and both directors (Paul Pelopida & Christian Roche) have been offering clients financial advice for over 20 years.

Our company has offices throughout South and West Wales. We have a team of financial advisers and mortgage brokers that ensure all of our clients, both existing and new, are offerred a full and indepth financial review and all of their needs and requirements can be met with the team of experienced advisers we have.

We have a very experienced and professional team of administration staff headed up by our office manager Paula Frovine.

Staff are located in our offices in Swansea, Pontypool & Newport.

We offer financial advice to both personal clients and also business clients.

Click here for the following services:

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.

Tel: 01495 762763
Tel: 01792 771331
info@portfolio.org.uk

Financial Advice for businesses

Financial Advice for individuals