Financial Planning Overview of Services

Financial Services in Huddersfield

As Independent Financial Advisers based in Huddersfield and serving Yorkshire, we deal with every aspect of financial planning and can offer advice on Saving and Investing, Retirement Planning, Annuities and Drawdown, as well as various types of Protection.



Once you reach the stage where you are looking to start taking your retirement income, expert financial advice becomes even more crucial. Many of the decisions you make at this time will affect you for the rest of your life.



Whether it’s a lump sum or regular savings you are considering, we help clients create wealth by advising them on suitable investments or regular savings vehicles which are as tax efficient as possible and targeted to meet your goals.



Retirement is probably the most important area of your finances. Portal Financial Planning offers a range of retirement solutions, not solely focused on pensions – including ISAs and other investment vehicles.



Nobody knows what’s around the corner and although we always hope for the best, it makes sense to plan for the worst. By planning and taking out insurance to cover the things we care for most we can then relax knowing our loved ones are cared for.



There’s no place like home and whatever your situation we will find the right policy to cover your Home. There are three main types of home insurance: buildings insurance, contents insurance, and combined buildings and contents insurance.



UK Inheritance Tax (IHT) is a tax charged on your estate when you die. If Inheritance Tax could be an issue for you, we’ll help you navigate around the complexities of Inheritance Tax and find the right solution for you.

Our Service

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.

Our Aim

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 focussed 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 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.

We strongly believe that we can offer the right service for you or your company, offering a wide range of different, yet effective solutions:

An ethical way of dealing with our clients
A truly unique advisory process
Advanced servicing for all of our clients

Using the web to its full potential, all of our clients get an individual online view of their financial affairs, instant valuations on policies and a chance to communicate with their own secure message service. However we believe that websites can’t advise people on their financial futures, nor should they. When dealing with people’s finances a personal touch is necessary, giving the chance to both identify and evaluate your own personal needs.

Contact Us today for Independent Financial Planning

Tel: 01484 599200 |