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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
Wiltshire
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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
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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 for our daughters for our estate. Christian again gave us clear and professional advice before we committed to anything.
Throughout all our dealings he has been in contact, updating us on the progress of how our financial situation has progressed. We have never felt more comfortable asking questions and advice, which coming from a nonfinancial background, he explained clearly at every step. Christian is now more of a family friend rather than our financial advisor and we could not recommend him or indeed his team at Portland Wealth Management highly enough.Hywel & Babs
Vale of Glamorgan
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My grateful thanks for the painstaking attention to detail in all your advice.
Geoff
Cardiff
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Thank you so much for your help, Morwenna. You have been a true friend to us and we are so grateful that someone with your expertise and knowledge is acting on our behalf
R & R
Cardiff
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