Welcome to Portfolio Financial Consultancy
Professional Independent Financial Advice
For Private Individuals, Businesses, Trustees & Professional Advisers across South Wales
Portfolio Financial Consultancy Ltd are a team of professional Independent Financial Advisers (IFAs). We are based in Swansea Waterfront and cover the whole of South Wales and the South West.
Our Financial Advisers offer a free initial consultation at a convenient location to suit you. We can meet you at our offices in SA1, your home, your work premises or another suitable venue.
Location
Our office is located in Langdon House in Swansea Waterfront but our team are located throughout South Wales. We cover the whole region including Swansea, Carmarthen, Pembrokeshire, Neath Port Talbot, Bridgend, the Brecon Beacons, the Vale of Glamorgan, Cardiff and the South West.
Latest Updates
Spring 2020 Newsletter
Please click the link below to download your free pdf copy. Newsletter Spring 2020
Smart Money May to June 2020
Link: Smart Money May to June 2020 Welcome to our latest issue. It has been a very challenging time for many of our clients, their families, their employees and the wider business community. During this difficult time, we hope you’re staying safe. The ongoing news [...]
Investor Insight Spring 2020/21
Welcome to the latest edition of Investor Insight. Please click the link below to download your free pdf copy. Investor Insight Spring 2020/21
Our Financial Services
SAVINGS & INVESTMENT
Whether saving for a rainy day, or investing for long terms goals we will help you understand the range of products available, and support you in making the decisions that are right for you.
PENSION PLANNING
Few people in the UK are saving sufficiently to provide them with the standard of living they hope for in retirement. Those nearing retirement also face many options for their accumulated pension pots. We can help bring clarity to your retirement planning.
TAX PLANNING
The government offer many legitimate opportunities for individuals to reduce the amount of tax they pay. We can help you identify areas of tax wastage and advise on ways to become more tax efficient.
WILLS, PROBATE & POWER OF ATTORNEY
Trying to organise a will or a power of attorney on your own can sometimes be a bit overwhelming. Often it’s the thought of bequeathing the small, but personal things which can be the hardest. We can guide you through it and make the whole process simpler.
FAMILY PROTECTION
Not everyone needs life insurance, but if you have financial dependants (children, partner or other relatives) then you will want to ensure their financial security if you are unable to provide it. We can help find a cost effective solution to protect your loved ones and secure their future in the event of your death.
BUSINESS PROTECTION
Most businesses have commercial insurance in place to protect their premises and fixtures and fittings, but could they survive without their key individuals who keep the business running? We can help find a solution to protect against the loss of key individuals.
TESTIMONIAL
“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.” S. Day
Our Approach
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.
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.
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.
If you would like to find out more please get in touch to arrange a free initial consultation.