WHO WE ARE

Christian Roche

DipPFS, CertPFS (DM)

Managing Director

Christian has over 25 years of experience in the Financial services industry, having started with Pearl Assurance as a Financial Consultant quickly qualifying as a senior financial consultant then taking up a management position with Royal Sun Alliance.

Chris formed Portfolio Financial Consultancy in 1999, before incorporating as a limited company in 2002.

He holds the Diploma in Financial Planning, and was one of the first advisers in the country to hold the Certificate in Discretionary Investment Management.

Based in Swansea, Chris has a long-standing client base predominantly throughout the South West Wales.

He has a wealth of experience and offers independent advice and guidance to high net worth individuals, company directors, solicitors, accountants and their clients across a wide range of financial planning areas, he specialises in strategic investment planning, portfolio design and wealth management along with trust, estate, and inheritance tax planning in addition to tax mitigation and management.

Christian also has many years of experience of Court of Protection work in particular compensation claims, and assisting trustees and deputies with complex arrangements. He has built an extensive network of trusted professional advisers.

Chris is a water sports enthusiast and you can often find him spending his free time at any one of his local Gower beaches.  He enjoys walking, personal fitness, and also stand up paddle boarding.

Originally from Neath in South Wales, now lives in Langland with his family and  bulldog enjoying the beach life.