Weath Management
Consolidate your investments, Maximise your returns and Manage your income.
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Planning
With clear financial advice You have informed financial Outcomes.
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Pensions
With clear financial advice You have informed financial Outcomes.
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Protection
With clear financial advice You have informed financial Outcomes.
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Professional services
Professional and personable service, our Advisers provide a wide range of expertise, Resulting in a comprehensive service.
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Top 100 Financial Advisers Members 2020

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

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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.

Please contact us to discuss your requirements: