Portfolio Financial Consultancy Ltd

Independent Financial Adviser  Portfolio Financial Consultancy Ltd, West Glamorgan, 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
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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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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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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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Income protection insurance
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Life insurance
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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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Corporate pension
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MRS Trudie Nichols
Independent Financial Adviser

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

MR Nigel Beech
Independent Financial Adviser

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

MR 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.

MR 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.

MR 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
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 26th July 2021

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