chris-roche

Card fraud at highest since 2006

The UK Cards Association has produced figures to indicate that losses from bank card scams have risen to the highest levels since 2006. The full story is reported on BBC news  http://www.bbc.co.uk/news/business-26576479. All clients are encouraged to be vigilant in their use of debit and credit cards.  Some helpful security tips are available on line at http://www.moneysupermarket.com/credit-cards/guide-to-credit-card-security/

Professional Adviser Awards – the results are in!!

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 »

Wales Adviser Firm of the Year nomination

We are delighted to announce that we have been shortlisted for the Wales Adviser Firm of the Year award in the 2014 Professional Adviser Awards. http://www.ifaonline.co.uk/ifaonline/news/2316735/revealed-the-shortlist-for-the-professional-adviser-awards-2014?wt.mc_ev=click&WT.tsrc=Email&utm_term=&utm_content=Revealed%3A%20The%20shortlist%20for%20the%20Professional%20Adviser%20Awards%202014&utm_campaign=3%20Dec%202013%20%28PA%20Awards%29&utm_medium=Email&utm_source=Daily