Portman Financial Management Limited was founded in April 2018 by a team of experienced, ethical and qualified financial advisers whom each has at least 15 years of experience working as an adviser in the UK and overseas. In recent years the world has undergone a rapid change; technology has affected how clients and potential clients want to consume data, carry out their banking, read the news and track their savings or investments. We believe this also stretches to how they want to communicate with their financial adviser. Regular face-to-face communication still has an important place in the service we offer, but we find that expats increasingly want to be able to speak to their advisers using their smart-phones, tablets and laptops at short notice rather than trying to predict the movement of their diary’s days or weeks in advance. Knowing you can ask your adviser in the morning what time you can have a video call that afternoon goes a long way to keeping clients up-to-date and well informed. Backed up by industry-leading Internet-based investment platforms, 24-hour online accessibility to performance data on your savings plans and investments - accessing analysis, information and commentary – we’re bringing financial advice into the 21st century. Our range of services includes but are not limited to; retirement planning, life insurance, pension transfers, education planning, corporate bonds, asset & portfolio management and much more. We employ cutting-edge technology and negotiate exclusive arrangements with financial institutions, all in the name of keeping costs down when compared to our peers. We are on a path of steady growth as a company and are currently increasing our footprint in Europe and the Middle East. We treat advisers like adults and offer you the autonomy to manage your clients in the best way you see fit. If you're an ethical and experienced financial advisor with a passion for the industry, we'd love to hear from you!
