Portland Wealth Management is a firm of Independent Financial Planners. Our team works with personal and corporate clients throughout the region and the UK, providing independent advice and recommendations. As a client we work closely with you, and where appropriate, your accountant and solicitor to develop a long-term relationship based on supporting you to achieve your financial goals and aspirations. Inevitably life changes, and so does legislation, so we conduct regular reviews to take account of changing priorities and circumstances. Our service covers financial advice designed to assist you with your personal and business financial planning including, investments, family and business protection, retirement planning and estate planning.
