Porta Wealth Management - London

Porta Wealth Management, located at Address: 30 Lombard St, London EC3V 9BQ, is a financial planning firm that offers a range of services tailored to meet the unique needs of its clients. With a Phone: 02037405540 and a user-friendly website at Website: portawealth.co.uk, the firm has made it easy for potential clients to learn about their services and get in touch.

One of the key features of Porta Wealth Management is their commitment to Specialties: Financial planning. The firm's team of experienced financial planners work closely with clients to help them achieve their financial goals, whether that's saving for retirement, planning for college, or managing their investments.

In addition to their financial planning services, Porta Wealth Management offers a number of other points of interest. The firm has Online appointments available for those who prefer to meet virtually, as well as On-site services for those who prefer in-person meetings. The office is also Wheelchair-accessible, with a Wheelchair-accessible toilet and Gender-neutral toilets available for all clients.

For those who are part of the LGBTQ+ community, Porta Wealth Management is proud to offer a Transgender safe space and is LGBTQ+ friendly. The firm recognizes the unique financial challenges that members of the LGBTQ+ community may face and is committed to providing inclusive and supportive financial planning services.

Overall, Porta Wealth Management has a strong reputation among its clients. The firm has received 5 reviews on Google My Business with an average rating of 5/5. Clients have praised the firm for its knowledgeable and supportive team, as well as its personalized approach to financial planning.

If you're looking for a financial planner that truly cares about your unique financial needs and goals, look no further than Porta Wealth Management. With their convenient location, user-friendly website, and commitment to excellent service, they're the perfect choice for anyone looking to take control of their financial future. Don't hesitate to get in touch and schedule an appointment today through their website at Website: portawealth.co.uk.

Reviews of Porta Wealth Management

Ellie Quill

5/5

I have been with Porta for two years now and I’ve been amazed with the service. They are quick with responses and help me with any query’s I have with my finances. James personally called me and talked me through what I should do with my money and what accounts are best for my long term goals. Porta really does care about their clients and I have never had a problem with their service. Would highly recommend!

Iskrena Braynova

5/5

Aaron Crossman is a young and ambition individual with a deep knowledge of investment. I highly recommend Arron if you are looking for someone who is ready to give you his time and advice about your money.

katherine murphy

5/5

James and the Porta team have been able to provide invaluable expertise, unlike any we’ve experienced before. Fantastic. Thanks James!

Simon Maxwell

5/5

One of the best decisions I’ve made was talking to these guys. Professional from the start. They’ve really sorted out my finances…. to the extent that I’m now very optimistic about what the future looks like for me and, most importantly, my family.

Declan Mcdonnell

5/5

James has been my advisor for years and I couldn’t be more happy