Portfolio Financial Consultancy Ltd

Independent Financial Adviser  Portfolio Financial Consultancy Ltd, St thomas, Swansea, SA1 8QY
First meeting at adviser's own cost
Long established and trusted Independent Financial Advisers servicing the whole of South Wales from our Head Office in Swansea
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 6th July 2020
Meet our advisers
Trudie Nichols
Independent Financial Adviser

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

Nigel Beech
Independent Financial Adviser

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

Stuart Davis
Independent Financial Adviser

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Paul Lockwood
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

Christian Roche DipFS, CertPFS (DM)
Director

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

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

About us

Portfolio Financial Consultancy - We have 6 advisers covering areas from the Welsh borders to West Wales. Our advisers can provide advice on a variety of products including protection and pensions however specialising in investment matters for the individual. First meeting will be at our expense.

Our services

For the past two decades we have helped clients manage their financial planning needs. We help put clients in a position whereby they can be confident about making well informed decisions in respect of their savings and investments. We also help families and businesses to protect what they have built over many years and to preserve legacies for their successors.

Where to find us
Head office address: Portfolio Financial Consultancy Ltd, Unit 2, Langdon House, Langdon Road, West Glamorgan, Swansea, SA1 8QY
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 6th July 2020

Similar advisers near you

Independent Financial Adviser 0.75 mi
Is your pension working for you? Talk to one of our expert advisers today about how we can get you pension working for you. Retirement is something that we all eventually deserve but whether it comes with a smile is down to the performance of the pension over a number of years. The time to think about retirement is many years before it approaches, as the years leading up to retirement can prove crucial in terms of delivering the income you require. Talk to us today, you're under no obligation and the advice we can offer will make sure you and your pension are on the right track. SFL Wealth Management, helping you, find, understand and improve your pension & retirement.
 
Independent Financial Adviser 0.87 mi
Live for today, plan for tomorrow. I am available by phone or Zoom video call. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.
 
Restricted - whole of market 1.7 mi
Comprehensive range of financial planning services for employed , self employed and company Directors. Part of Quilter Financial Planning an Award Winning National Network of Financial Planners (1st in 2019 FT Advisers Top 100 Financial Advisers Awards) An initial no obligation meeting is always at our expense.
 
Independent Financial Adviser 1.74 mi
Make better informed financial decisions. We'll take the time to understand your circumstances before providing advice that's relevant to you.