Investing

13th 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

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Portland Wealth Management Ltd, Suite 3,
38 Cathedral Road
Cardiff
CF11 9LL
United Kingdom | 02921 660988
Registered In England & Wales, Company Number : 07101403
Copyright of Portland Wealth Management Ltd © 2025. All rights reserved.
Approved by In Partnership FRN 192638 January 2025

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Portland Wealth Management Limited is an appointed representative of In Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. This website is aimed at UK residents only.

We’d like to thank our client Mara Sebastia Vaquero for her gorgeous photos.

Portland Wealth Management Ltd