Porter & Co (IFA) Ltd

Independent Financial Adviser  The Atrium, Dorking, Surrey, RH4 1XA
First meeting at adviser's own cost
Independent Financial Advisers
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 18th October 2021
Meet our advisers
Mr Simon Porter ACSI, DipPFS
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

ACSI membership of the CISI, and denotes commitment to professionalism. It is awarded to those with a suitable combination of qualifications and experience.

About us

Simon has worked in Financial Services since May 1987. Initially as a stockbroker in both the UK and America before retraining to become a financial adviser in 2005.



The first appointment is always at our cost. As Independent Financial Advisers there are different ways that we can be remunerated for our services and this will be explained clearly at our meeting and provided in writing.

Our services

I focus on building long-term relationships with my clients and practice Holistic Financial Planning. I am happy to spend enough time with you as is required to firmly establish your your financial goals & objectives before moving forward and and recommending a suitable financial plan.

Where to find us
Head office address: The Atrium, Curtis Road, Dorking, RH4 1XA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Porter & Company (IFA) Ltd is an Appointed Representative of the Best Practice IFA Group which is authorised and regulated by the Financial Conduct Authority.

Response rating
7.0/10
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FCA authorised
Last authorised 18th October 2021

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