“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.”
Mrs D Thomas, Swansea
“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.”
Mr D. Kift
“Thanks again for the update today and the last 2 years. Thanks to you I am starting to understand my money a bit more and actually find myself quite interested in what is going on.
You also have taken a lot of the scary element out of it. I also feel a lot more in control.
All your advice and recommendations today made sense and I feel a lot more positive for the future. So thanks for that too.”
“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.”
“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.”
Rob & Sue Smith
“Very pleased with the service and advice”.
“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