Portal Financial Planning Ltd.

Independent Financial Adviser  10 New North Parade, Huddersfield, West yorkshire, HD1 5JP
First meeting at adviser's own cost
As Independent Financial Advisers based in Huddersfield and serving Yorkshire, we can help you with every aspect of financial planning.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Life insurance
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Payment protection 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 24th February 2020
Meet our advisers
Steven Haigh BSc (Hons) APFS
Chartered Financial Planner
Richard Kaye
Director
About us

Started in 2012, Portal Financial Planning Ltd is a Huddersfield based Independent Financial Advisers. Steven Haigh and Richard Kaye have over 50 years experience between them as Financial Advisers and have both been Independent for nearly 20 years.

Our services

Our purpose at Portal Financial Planning is ‘ to help our clients understand, protect and increase their assets.’ We offer 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. Alongside is a very Personal Service.

Where to find us

10 New North Parade, Huddersfield, West Yorkshire, HD1 5JP

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020

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