How We Do It


“Just a note to thank you very much for helping my father to get his financial affairs in order.Thank you very much for the wonderful job that you have done helping my father get his investments on track in such a timely and professional manner. We all appreciate your continued help and expertise.From my point of view, 3 thousand miles away, your help, clarity of presentation, and knowledge, has been very helpful and reassuring.  We really appreciate it.” D&A, from the United States

June 2022 testimonial to David Hulse

“I just want to flag up that Nigel has been excellent and is a credit to Portfolio. It’s been over 2 years since the transfer from Crescent to Portfolio and Nigel’s handling and advice in respect of my investments has been seamless,professional and successful.

Many would say that he is merely doing his job well,but as you know that in itself is a rarity these days as I see on a daily basis.”

Mr G.M 1/10/21

It is some 20 years since I retired from work and during that time Portfolio have given us such good advice and guidance that we have seen our capital grow steadily despite some very turbulent years in the investment world.

The annual reviews have helped us to make the most informed decisions in regard to changes in our portfolio.

We are facing the future in the confidence that our finances will remain robust and healthy enough to provide for us in our later years.

Thank you for making it possible

Mr & Mrs M Walker, Swansea

Very pleased with the service and advice.

S. Lewis, South Wales

We are very pleased with all the help and support we have been given by Portfolio.  They have certainly been more informative than anyone else involved.  We have felt well guided and advised through the whole process. Thank you for all your help.

R & S Smith, South Wales

I would like to thank you all at Portfolio for your help in transferring my pension and ongoing advice for our future money matters in a new chapter of my life.
I am not suprised the FCA are allowing you to continue giving advice to BSPS members I found you very professional with the advice you gave to myself and my wife were in terms we could understand, always got time for us, never rushed.

S. Thomas, South Wales

I have been a client of Portfolio Financial Consultancy Ltd since retiring over ten years ago. Thanks to their advice and recommendations, I have comfortably maintained my standard of living, and I am now enjoying life to the full, safe in the knowledge that my investments are being successfully managed.

2018 was a very difficult year for investors with global markets experiencing considerable volatility and depreciation. It is therefore very comforting that my investments outperformed the market in that period. This was due to the stock selection strategy employed by Portfolio and I have no doubt that, going forward, my long term objectives will be achieved.

Choosing the right retirement investment options are so important for a happy retirement, and I know I made the right choice with PFC.

D. Kift, Swansea

If you are considering the services of a financial adviser, I can strongly recommend Christian Roche of Portfolio Financial Consultancy Ltd.

I have known Chris for many years and have found him to be considerate of your personal goals and circumstances. He understands exactly what your requirements are, and his explanations are easily understood.

D Thomas, Swansea

Over the years, Nigel has been very professional and approachable. He is always willing to give advice when requested.

H. Lewis, Tenby 10/11/2020

We have been with Portfolio for nearly 20 years and with no regrets whatsoever.
Chris Roche and his team have provided a service that has been very responsive and efficient.
Their expertise and up-to-date knowledge of market trends have ensured a steady growth in savings throughout our time with them.
We recommend Portfolio unreservedly

B&M Davies Swansea 23/10/2020