Portfolio Financial Consultancy Ltd

Independent Financial Adviser Portfolio Financial Consultancy Ltd, Unit 2, Langdon House, Langdon Road, West Glamorgan, Swansea, SA1 8QY
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
12th August 2019
Long established and trusted Independent Financial Advisers servicing the whole of South Wales from our Head Office in Swansea
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Stuart Davis
Independent Financial Adviser
Paul Lockwood
Independent Financial Adviser
adviser-person
Christian Roche DipFS, CertPFS (DM)
Director
adviser-person
Nigel Beech
Independent Financial Adviser
adviser-person
Trudie Nichols
Independent Financial Adviser
Where to find us

Portfolio Financial Consultancy Ltd, Unit 2, Langdon House, Langdon Road, West Glamorgan, Swansea, SA1 8QY

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Portfolio Financial Consultancy Ltd are authorised and regulated by the Financial Conduct Authority, and is entered on the Financial Service Register under Firm Reference Number 455542.

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