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Portland Financial Planning

FCA Authorised

Offering an honest & professional service, we specialise in financial advice for the mature & retired in Shropshire, Powys, Herefordshire & Staffordshire.

5
Based on 9 reviews
Location
London
Type
Wealth Management Firm

Gallery

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About Portland Financial Planning

Portland Financial Planning is a professional wealth management firm based in London, providing comprehensive wealth management and financial advisory services to high-net-worth individuals and families.

Expertise & Services

Specializations

Portfolio Management

Services Offered

Investment Advice
Financial Planning

Fees & Minimums

Minimum Investment
No minimum
Entry requirement

Fee Structure

Location

Portland Financial Planning

95 Highfields, Shrewsbury SY2 5PJ, United Kingdom, SY2 5PJ

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Business Hours

monday
9 AM to 4 PM
tuesday
9 AM to 4 PM
wednesday
9 AM to 4 PM
thursday
9 AM to 4 PM
friday
Closed
saturday
Closed
sunday
Closed

Frequently Asked Questions

Where is Portland Financial Planning located?
Portland Financial Planning is located at 95 Highfields, Shrewsbury SY2 5PJ, United Kingdom, SY2 5PJ in London.
What is the minimum investment amount at Portland Financial Planning?
Portland Financial Planning offers flexible investment options. Contact them directly to discuss your specific needs and investment amount.
Is Portland Financial Planning FCA regulated?
Yes, Portland Financial Planning is a regulated financial services provider, authorised and regulated by the Financial Conduct Authority (FCA).
What services does Portland Financial Planning offer?
Portland Financial Planning specializes in Portfolio Management. As a Wealth Management Firm, they provide comprehensive wealth management solutions tailored to individual client needs.
What are Portland Financial Planning's opening hours?
Portland Financial Planning is typically open 9 AM to 4 PM on weekdays. It's recommended to schedule an appointment in advance for consultations.
How can I contact Portland Financial Planning?
You can reach Portland Financial Planning by phone at +44 1743 365813. You can also visit their website for more information.

Get in Touch

Or Contact Directly
Phone
+44 1743 365813
Website
Visit Site
Address
95 Highfields, Shrewsbury SY2 5PJ, United Kingdom
London SY2 5PJ