Amanda has always been professional & friendly and has really helped me to get my personal finances back on track as well as setting long term objectives. All financial planning options are are always explained in full and in a way I can understand. I always feel that she has my best interests at heart and that she cares about me as an individual.
Niki
12th July 2022
Client Feedback...
Portland Wealth Management looks after three generations of our family’s wealth and has adopted secure and innovative approaches to successfully protect and grow our finances.
Our dedicated financial adviser is a highly trusted professional, with whom have built a close working relationship. This allows him to manage our finances with our best interests at heart, especially in the provision of vital IHT mitigation solutions. His advice and guidance are always transparent, fair and sound, and we would wholeheartedly recommend the services of PWM.
Helen & Jan
Powys
