(This Article Appeared on the FT Adviser Website on the 24 July 2019) Below is an Article about Portfolio Wealth Management’s Recent acquisition of Crescent Financial Financial Planner to make new acquisition Financial Planning firm Portfolio Financial Consultancy Ltd (PFC) is to acquire Crescent Financial. The move came after S&M Hughes Ltd (trading as Crescent …
Welcome to the latest edition of Investor Insight. Please click the link below to download your free pdf copy. Investor Insight Summer 2019
Square Mile is an investment research and fund ratings firm, dedicated to discovering the investment funds that they believe have the best prospects to make your money work hard to build you a secure future. The research team capability is recognised as one of the strongest, most knowledgeable, experienced and effective in the UK retail …
Our new Investment Research Partner – Square Mile Read More »
Link: Smart Money July to August 2019 (pdf) Welcome to the latest issue of Smart Money. Please click the link above to download your free copy. Inside, you’ll find an array of articles about how Portfolio Financial Consultancy can help you further to plan, grow, protect and preserve your wealth. As we all know, the …
Please read our latest Market Update report. Click here to download this free report.
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.
