Professional and personable service, our Advisers provide a wide range of expertise, Resulting in a comprehensive service. Specialist independent advice totally focused on building long-term client relationships and effective wealth management for private individuals, businesses, trustees & professional advisers across South Wales. We take time to understand your specific situation, goals and objectives, and then design a financial planning strategy to meet your needs.

Our wealth advisers team provides both a professional and personable service, and our clients benefit from the wide range of expertise, resulting in a comprehensive financial planning service.

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About Us Report

At Portfolio Limited we are proud of the reputation we have built with our clients since formation as Independent Financial Advisers in 1999. We offer our clients a clear choice of advice services flexible enough to meet their changing needs. In addition we are proud of the qualifications, experience and expertise of our advisers and support staff, which enables Portfolio Limited to offer clients quality advice and professional on-going services.

Meet the team Report

The information published on the Portfolio Financial Consultancy website is provided as a convenience to visitors and should be used for information purposes only and is subject to change without notice. None of the information contained in this website constitutes financial or other professional advice in any way.

Opportunities Report

At Portfolio we are constantly growing and always on the lookout for candidates to join our team. We look for people with the right attitude and aptitude, who strive to be their best and want to develop and progress to their best potential. For us the person is more important than the CV. We are an ambitious company, constantly growing and evolving, and we are always looking for the right people to join us and contribute to our development.

Services & Fees Report

Our fee structure has been designed to reward loyal clients for growing their wealth within the group. At Portfolio we believe that it is important to offer our clients a simple, fair and transparent advisory fee structure. The first initial meeting that we hold with a client is offered at no cost or obligation.

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