As the tax year nears its end, we have cases of successful implementation of tax saving strategies for our clients to obtain 30% tax relief immediately at source against current income tax bills, and also the deferment of Capital Gains Tax liabilities indefinitely. In once case, we saved our clients £60,000 in Capital Gains Tax otherwise payable due …
At last night’s Professional Advisers Awards ceremony held at The Brewery, Chiswell Street, London, Portfolio Financial Consultancy Ltd were narrowly pipped at the post to the title of Adviser Firm of the Year for Wales. The award was judged on the advice processes and service delivery provided by firms, and to achieve runner up spot …
Professional Adviser Awards – the results are in!! Read More »
Jupiter Unit Trust Managers Limited has recently announced a change to the investment policy of its Strategic Bond fund. The change increases the fund’s investment and borrowing powers, which allows the fund manager to access a greater choice of tools and options to be used in the management of the fund. This does not mean …
Jupiter Strategic Bond – investment policy change Read More »
Portfolio Financial Consultancy Ltd is authorised
and regulated by the Financial Conduct Authority
under the reference number 455542.
Registered in England & Wales. Registration
number is 04424786
Registered address is Unit 2, Langdon House,
Langdon Road, Swansea, South Wales SA1 8QY
Click here to read our Privacy Statement
Copyright © Portfolio Financial Consultancy Ltd
Site Disclaimer
The information published on the Portfolio Financial Consultancy website is provided as a convenience to visitors and should be used for information purposes only and is subject to change without notice. None of the information contained in this website constitutes financial or other professional advice in any way. If you require additional information, you should contact us directly.
While Portfolio Financial Consultancy uses reasonable efforts to ensure that the information contained on its website is current and accurate at the date of publication, no warranties are made, either expressed or implied, as to reliability, accuracy or completeness of the information. Portfolio Financial Consultancy accepts no liability for any loss arising directly or indirectly from the use of or action taken in reliance on such information. These documents should not be copied, reproduced or redistributed, in whole or in part.
No warranty is given as to the freedom of this website from errors, defects, viruses, malicious programs or macros. Links from this website exist for information only and Portfolio Financial Consultancy accepts no responsibility or liability for the information contained on any such site. The existence of a link to another website does not imply or express endorsement of its provider, product or services by Portfolio Financial Consultancy.
Links to this website are not permitted without the prior written consent of Portfolio Financial Consultancy.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service visit www.financial-ombudsman.org.uk.
