Portal Financial Planning – Client Testimonials
Here are just a few of the great Testimonials we’ve had from our Clients.
Financial Planning is a complex subject, setting strategies, deciphering the jargon, knowing how different products work, how products interact with each other and also the long term implications such as taxation and potential changes in legislation.
To provide strategic financial advice. Ours is a personalised service that
adopts a holistic approach by focusing on all aspects of your finances.
We seek to establish long term client relationships and to provide a
straight forward plain English financial planning service. We are focused toward long term client relationships as we believe that this is the most effective way for clients to achieve their financial goals.
Why choose an Independent Financial Advisor?
Being independent means that we can provide the most suitable advice to you based upon the Whole of Market and as such we are not tied to the products of any one Company. Only after discussing your objectives will we research the UK market place on your behalf.
We have a range of adviser charges/fees which we will discuss with you and the first meeting is always without obligation or cost. Please contact us now to see how we can help.
Independence in all its forms. Independence of thought, independence from product providers when recommending a product to a client, independence of the individual so that they are not manipulated or controlled by others. Also, striving to help others become financially independent, which in tomorrow’s increasingly economically driven world will be the only real guarantee of creating and retaining an independent lifestyle.
creating and conserving wealth for our clients is one of our primary aims. This goes hand in hand with financial independence.
this extends not only to our clients and employees, but also in the transparent way we deal with others.
we design and operate systems that are simple in their concept and delivery. Financial planning should be a good experience, which is easy to understand by the consumer, not a confusing and jargon-filled nightmare. This means using the right method to deliver financial planning, which we believe for the vast majority of people is via face to face impartial and independent advice.
using it to its maximum advantage, utilising the latest cutting edge software and processes to develop the best solutions for clients needs.