Your Financial Future, Our Expertise, Together You Achieve
At Portland Financial Planning, we are a family-run, Independent Financial Advisers based in Shrewsbury, Shropshire, with a wealth of experience and expertise in providing personalized financial planning services to the mature and retired market.
Why Choose Portland?
We are specialist advisers to the mature and retired market in Shropshire and Powys. With over 40 years of combined experience in the financial services industry, our team, led by Ben Walters, DipFA MIFS, has established a reputation for providing holistic financial planning, tailored to the unique needs of our clients.
As a family-run business, we understand the importance of building strong relationships with our clients, who are often at a stage in their lives where financial planning is more complex and critical. Our team, comprising Ben Walters, DipFA MIFS, Hannah Edwards, DipFA LIBF, and Bryony Walters, Financial Administrator, is dedicated to providing personalized advice and guidance to help our clients achieve their financial goals.
Our Services
At Portland Financial Planning, we offer a range of services designed to cater to the diverse financial needs of our clients. These services include:
- Retirement Advice: Developing a holistic retirement plan that involves a variety of financial assets to provide an income in later life.
- Saving & Investments: Creating a tailored financial plan to meet your savings and investment goals, ensuring that your assets grow over time.
- Later Life Planning: Utilizing life expectancy increasing, a good financial plan can help you prepare for later life, either for yourself or your family.
- Long Term Care Planning: Exploring long-term care options to ensure that you are prepared for the future, whether it is for now or for later life.
- Inheritance Tax Planning: Avoiding inheritance tax and ensuring that your wealth can be passed down to your loved ones.
Testimonials
We take pride in our reputation for delivering exceptional customer service and providing tailored financial planning solutions. Here's what some of our satisfied clients have to say about us:
- "Both Ben and Hannah are so friendly and open, and very aware of their clients' needs and wishes, and approach to risk taking. We cannot praise them highly enough. Also, the next generation of our family is investing with them, and you cannot have a better recommendation than that." - Mr & Mrs H (Retired Couple), Telford
- "From the outset, the advice that Ben gave was exemplary and made much sense. His advice always reflects our cautious outlook on the financial world" - Mr P.C. Hadnall
Getting in Touch
We would be delighted to discuss your financial planning needs with you. Please do not hesitate to contact us:
- Phone: 01743 365813
- Email: email protected
Financial Planning and Advice
The reviewers have had positive experiences with Portland Financial Planning (PFP) and its team, including Ben and Hannah. Many have highlighted the company's exceptional service, professionalism, and thoughtfulness in providing financial advice. Hannah has been particularly praised for her kindness, pragmatic approach, and ability to make financial planning less daunting.
Trust and Partnership
The review highlights the trust and partnership built between the clients and PFP. Many reviewers have described Ben, Hannah, and the admin team as "lovely people" who are always responsive and communicative. The company's ability to provide valuable financial guidance and support has led to long-standing relationships, with some clients having received advice for over 20 years.
Expertise and Knowledge
The reviewers have praised the company's expertise and knowledge in managing finances, pensions, and investments. Ben has been specifically commended for his skill in monitoring and managing portfolios, even in times of market uncertainty. The company's ability to provide sound and secure financial advice has given clients confidence in their financial security.
