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 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.
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