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

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

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Group pensions
- Group protection
Long Term Care
- Long term care

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Meet our advisers

Stuart Davis

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

ER1 - Equity Release (CII)

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.

AF3 - Pension Planning (CII)

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

Diploma In Financial Planning (CII)

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

Paul Lockwood

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

DipFA - Diploma for Financial Advisers (LIBF)

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

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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.

CeFa - Certificate for Financial Advisers

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

Qualifications & Accreditations Hide qualifications

J10 - Discretionary Investment Management (CII)

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

CertPFS (DM) - Certificate Personal Finance Society (PFS)

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

Dip PFS - Personal Finance Society Diploma (PFS)

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

Nigel Beech

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

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

Trudie Nichols

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

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

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.

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.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

Telephone
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.

Make an enquiry Request a call back Show number Recommend to a friend

Contact options

Make an enquiry Request
a call back Show number Recommend to a friend

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