Portus Wealth Ltd

Independent Financial Adviser  21-25 High Street, Kinross, Perth and kinross, KY13 8AW
First meeting at adviser's own cost
We specialise in providing quality advice on: Protection Investments Pre and Post Retirement Planning Inheritance Tax and Estate Planning
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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Ethical investments
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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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Socially responsible 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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection 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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Employee benefits
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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 15th January 2020
Meet our advisers
Chris Mackie
Chartered Financial Planner

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

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

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

Accreditations
Certified Financial Planner Chartered Financial Planner
What our clients say
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.
Linda, Fife
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.
Donald, Edinburgh
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.
Archibald, Edinburgh
About us

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.

Our services

We offer a very personalised service with the aim of forming a long term client/adviser relationship.

Where to find us

21-25 High Street, Kinross, KY13 8AW

Preferred clients
Minimum wealth (income/assets)
£100,000
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 15th January 2020

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