Who we are
Building enduring
and trusted relationships
Specialist independent advice totally focused on building long-term client relationships and effective wealth management for private individuals, businesses, trustees & professional advisers across South Wales.
We take time to understand your specific situation, goals and objectives, and then design a financial planning strategy to meet your needs. Our wealth advisers team provides both a professional and personable service, and our clients benefit from the wide range of expertise, resulting in a comprehensive financial planning service.
WHAT WE DO
What are you interested in?
HOW WE DO IT
How do we help you achieve your
financial and personal goals?
An unrivalled standard of service and advice
Our ethos is straightforward: To provide our clients with an unrivalled standard of service and advice. Our aim is to create individual solutions to meet our clients’ financial objectives.
Our independent advice will take into account a range of issues such as investment management, tax and estate planning, business ownership and insurance protection. This culminates in the creation of a bespoke financial plan based on our clients’ specific financial goals and values. Whatever our clients’ financial planning needs we are able to provide the advice and guidance to enable them to make competent and confident decisions.
Regular portfolio and investment monitoring
We regularly monitor client portfolios and investments to ensure that we provide the best possible risk management, appropriate to the clients’ circumstances.
Our advice and guidance is underpinned by regular liaison with fund analysts and experts in the financial services sector.
A holistic approach
We also work closely with experts from other areas of professional advice, such as solicitors and accountants, to
provide a holistic approach to financial planning, based on clients’ specific circumstances and objectives.
How it works
Step 1.
Initial meeting
Step 2.
Data gathering & objectives
Step 3.
Analysing and evaluating your situation
Step 4.
Presentation of analysis and agreed actions
Step 5.
Detailed design and construction
Step 6.
Ongoing monitoring & reviews
WHERE TO FIND US
Convenient location
Our office is located in Langdon House in Swansea Waterfront but our team are located throughout South Wales.
We cover the whole of South Wales and the West.
WHAT OUR CLIENTS SAY ABOUT US
Personal testimonials
Thanks again for the update today and the last 2 years. Thanks to you I am starting to understand my money a bit more and actually find myself quite interested in what is going on.
You also have taken a lot of the scary element out of it. I also feel a lot more in control.
All your advice and recommendations today made sense and I feel a lot more positive for the future. So thanks for that too.”
SD. Llandeilo 4/9/2020
LATEST UPDATES
Insights.
15 April 2021
Old Mutual Wealth change name to Quilter
24 March 2021
FT Adviser – Top 100 Financial Advisers 2020
8 March 2021
Smart Money March to April 2021
4 January 2021
Smart Money January to February 2021
23 November 2020
Wales Online – the Welsh firm which was named one of the UK’s top 100
BROCHURE REQUEST
You've worked hard for your money – is it time your money started working for you?
GET IN TOUCH
Let's talk…
Portfolio Group believe passionately that the best service is provided through
personal, face-to-face advice, at outset and throughout your life.
Our range of services is extensive, supported by a distinctive approach to financial planning, enabling you to create financial plans that can adapt to your changing needs and circumstances.