At Portfolio Financial Consultancy Limited we are proud of the reputation we have built with our clients since formation as Independent Financial Advisers in 1999. We offer our clients a clear choice of advice services flexible enough to meet their changing needs. In addition we are proud of the qualifications, experience and expertise of our advisers and support staff, which enables Portfolio Financial Consultancy Limited to offer clients quality advice and professional on-going services.
In respect of qualifications, Managing Director Christian Roche was one of the first IFAs in the country to pass the Chartered Insurance Institute Discretionary Investment Management examination.
In addition all of our Advisers are Diploma qualified in line with requirements of the Retail Distribution Review effective from 1st January 2013. Amongst the support staff is a Chartered Management Institute qualified manager working towards Chartered status. Portfolio Financial Consultancy Limited have also invested in the education and development of all support staff with several currently pursuing financial services qualifications funded by the company.
> Read more about our team
Geographically we offer coverage of the whole of South Wales from our office in Swansea.