Portfolio Financial Consultancy

Portfolio Financial Consultancy
Our Financial Advisers offer a free initial consultation at a convenient location to suit you. We can meet you at our offices in SA1, your home, your work premises or another suitable venue. Our office is located in Langdon House in Swansea Waterfront but our team are located throughout South Wales. We cover the whole region including Swansea, Carmarthen, Pembrokeshire, Neath Port Talbot, Bridgend, the Brecon Beacons, the Vale of Glamorgan, Cardiff and the South West. At Portfolio Financial Consultancy Limited we are proud of the reputation we have built with our clients since formation as Independent Financial Advisers in 1999. We offer our clients a clear choice of advice services flexible enough to meet their changing needs. In addition we are proud of the qualifications, experience and expertise of our advisers and support staff, which enables Portfolio Financial Consultancy Limited to offer clients quality advice and professional on-going services.
Portfolio Financial Consultancy
Portfolio Financial Consultancy

Financial Advisors Service Provider

Services We Offer:
  • Pension Advice
  • Investment Management
  • Wealth Management
  • Tax Planning
  • Estate Planning
  • Insurance Advice
  • Mortgage Advice
  • Savings and ISAs
  • Financial Risk Assessment
Our Locations:
  • Main Office - Unit 10 Torfaen Business Centre, Panteg Way, New Inn, Pontypool, NP4 0LS
    01495 762763

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