Investments & Building Wealth

Investments & Building Wealth

There are number of ways to accumulate wealth through savings and investments including ISAs, Unit Trusts, Investment Trusts, Investment Bonds and many more.  We will carefully consider the most appropriate way for you to invest, taking into account, risk, tax reliefs and exemptions and your overall financial plan.

We will advise you on and review any existing investments you may have and ensure you have a portfolio that is right for you.

The value of units can fall as well as rise, and you may not get back all of your original investment.
The tax treatment is dependent on individual circumstances and may be subject to change in the future.

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What Our Clients Think

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Four years ago I was planning on my retirement and what to do with my pension fund, daunting! That was when we first met Christian. He explained in great detail our options and how we could secure our financial situation for the future, its long term effects together with our own expectations. His advice was extra ordinary, as even through the current International Pandemic and Brexit, our funds have been invested extremely well. Further to this we took his advice to secure a Trust Fund fo...

Hywel & Babs

Vale of Glamorgan

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...

Helen & Jan

Powys

Portland Wealth Management Ltd