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Portland Financial Planning

  1. Shrewsbury
  2. Shropshire Finance

Reviews, get directions and contact details for Portland Financial Planning

"From our family to yours, we offer honest and professional financial planning. We are specialist advisers to the mature and retired market. We are family-run, independent financial advisers and, from our base in Shrewsbury, we provide individually tailored financial advice to clients across Shropshire, Powys, Herefordshire and Staffordshire."
Address: 95 Highfields, Shrewsbury SY2 5PJ, UK
Phone: 01743 365813
State: Shropshire
City: Shrewsbury
Zip Code: SY2 5PJ

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Reviews
I’ve known Ben Walters for 30 years and he and his family have helped me since 1992 to manage my investments and accounts. Having worked for some major companies including Marconi as an electronic apprentice, Linotype and EMI I decided to become self employed and to set up my own consulting company, Garland & Associates. Work centred on computer software design, provision of video test equipment plus bespoke video editing systems. During this period it was essential to have my finances and investments monitored and Ben has done a great job in ensuring the best choices were made and that the accounts prospered. Despite the inevitable ups and downs of the market Ben has skilfully managed my portfolio. I am delighted to recommend Ben and Portland Financial Planning Ltd. I have had the bonus of a very competent advisor who is a friend as well.
Ben has been our financial advisor for over 30 years and his professional and friendly guidance has proven extremely valuable as our family has grown up and our financial priorities have consequently evolved. Now with Hannah fully on board, we feel lucky to have 'the team' at PFP supporting us in our retirement and working with our grown up kids to help ensure they have a secure financial future for their young families in an increasingly volatile world.
I went to Ben & Hannah to facilitate a drawdown for a small additional pension. I found them to both be exceptionally helpful, understanding & professional, putting me on a path to make the most of my finances & secure planning for the future. I would Highly recommend & will definitely be using their service again. M. Wood .. Shrewsbury.
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