Empowering your financial future, one plan at a time.
Who We Are
Portal Financial Planning is a team of experienced and qualified Independent Financial Advisers based in Huddersfield, serving the people of Yorkshire. We believe in providing clear, jargon-free financial planning that empowers our clients to understand, protect, and increase their wealth.
Our Philosophy
Our core values are rooted in independence, honesty, and simplicity. We are independent from any product providers, allowing us to provide unbiased and tailored advice that truly meets your individual needs. We value open communication, clear explanations, and building strong relationships with our clients.
Our Services
We offer a comprehensive range of services covering all aspects of financial planning, including:
**Saving and Investing
- Creating and reviewing your investment portfolio
- Guiding you on budgeting and expense management
- Developing a tailored savings plan
- Reviewing your current insurance coverage
Retirement Planning
- Comprehensive pension reviews and planning
- Understanding your options for drawdown and retirement planning
- Maximizing your State Pension and other government benefits
Pensions and Annuities
- Exploring different types of annuities and their benefits
- Guiding you through the process of taking your pension
- Planning for inflation and securing your future income
Protection
- Reviewing your insurance needs and risks
- Identifying potential gaps in your coverage
- Recommending suitable life assurance, critical illness cover, and other insurance solutions
Inheritance Tax Planning
- Understanding your Inheritance Tax liabilities
- Creating a tailored plan to minimize your tax burden
- Reviewing your will and estate plan
Get Started
We offer a free, no-obligation consultation where we can discuss your financial goals and concerns, and tailor a plan to help you achieve them. We believe in open communication and collaboration, and we will work with you every step of the way.
Our Commitment
At Portal Financial Planning, we are committed to providing our clients with:
- Independence: Unbiased and personalized advice
- Honesty: Open and transparent communication
- Simplicity: Clear and easy-to-understand explanations
- Technology: Utilizing the latest software and tools for your peace of mind
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