Portfolio Financial Consultancy Ltd

Established in 1999, Portfolio Financial Consultancy Ltd is a directly authorised firm of Independent Financial Advisers, within excess of £200m assets under advisement.

Portfolio Financial Consultancy Ltd offer a range of service propositions to meet the differing needs of their clients, with the individual needs of investors at the core to each.

Based in the Swansea SA1 Waterfront development, Portfolio Financial Consultancy Ltd have adviser coverage across all of South West Wales, to meet the ever increasing demand for their service.

Portfolio Financial Consultancy Ltd also has a subsidiary firm, Portfolio Pension Consultancy that specialises in providing advice on Defined Benefit Pension Schemes, and which is authorised and regulated by the Financial Conduct Authority.