What our clients say
Having become disillusioned with the changed service provided by another service provider, I followed up a recommendation to consider Chris Mackie as a suitable alternative service provider. In discussion it became apparent that he was knowledgeable in the areas of expertise I required and frank regarding those parts that he was unable to provide. On balance, I considered that as almost all my requirements could be accommodated by him, that given his prompt and satisfactory responses to my queries, that it was in my interest to instruct him to take my financial affairs on board as soon as possible. The transfer was carried out quickly, efficiently and with little fuss so far as I was concerned.
We received a very personal service from the start with home visits at convenient times. Having just married we both had existing investments and properties to take into account and he merged the various into one wrap which will save significant tax and provide a much better return than any alternative investment we had seen. The wrap means we balance the portfolio without cost as soon as it looks like it is becoming too dependent on any holding and compared to my previous experience with managed funds this is very efficient and maintains a low risk but yet with a good return. We were charged one fee at the start then no recurring trading costs where i had been quoted several thousand pounds to set the scheme up and more to monitor it. He also delayed me crystalising my pension by borrowing within my SIPP at a very low rate of interest. This protects my estate should I die within the next 3 years from significant taxation. Altogether a big improvement on my previous IFA who did not seem to understand all the implications of the various options we considered. I am 61 and my wife is 65 so we need secure income looking ahead and we are very confident that the information we have been given will provide what we require in a way we could never have done ourselves.
Chris takes time to listen to me, what I want and need. He will explain in a way that I understand and if I ask for him to explain again he will do so willingly. He always replies to my emails or phone calls. I have never felt uncomfortable about any investments he has recommended.
Portus Wealth is a modern, independent firm of financial advisers founded on traditional values.
At Portus Wealth we fully embrace treating customers fairly (TCF) and we are committed to having robust procedures in place that ensure we deliver fair treatment to clients.
Financial planning means different things to different people. You might want to reduce your tax liabilities, plan for your child's education, finance the purchase of your dream home or perhaps secure a decent income for your retirement. Alternatively, you may simply want to make sure your financial position is protected whilst you raise a young family or build up a business.
We can help you identify your financial planning goals and formulate a plan designed to make sure they are achieved.
We offer a very personalised service with the aim of forming a long term client/adviser relationship.