Portland Financial Management Ltd, Wealth Management - Newcastle upon Tyne

Portland Financial Management Ltd: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, Portland Financial Management Ltd presents itself as a dedicated service provider. Located at 29 Portland Terrace, Jesmond, Newcastle upon Tyne NE2 1QS, United Kingdom, the company operates with a commitment to delivering tailored solutions. A telephone number of 1912816074 is readily available for inquiries and appointments. While currently lacking reviews on Google My Business, and reflecting an average opinion of 0/5, Portland Financial Management Ltd offers a focused approach to wealth management. This overview will detail the company's characteristics, location, and pertinent information for prospective clients.

Company Profile and Specialties

Portland Financial Management Ltd specializes in providing comprehensive financial planning services. They cater to a diverse clientele, assisting with a range of financial goals, including retirement planning, investment management, inheritance tax planning, and overall wealth preservation. The company’s core competency lies in developing personalized strategies designed to meet each client’s unique circumstances and aspirations. Their service is built on a foundation of sound financial principles and a deep understanding of the evolving financial landscape. They prioritize building long-term relationships with clients based on trust and transparency.

Location and Accessibility

The company’s physical address is strategically situated at 29 Portland Terrace, Jesmond, Newcastle upon Tyne NE2 1QS. This location facilitates convenient access for clients residing in the Newcastle area and beyond. It’s important to note that the premises are wheelchair-accessible, demonstrating a commitment to inclusivity and ensuring accessibility for all clients. Furthermore, the office is equipped with standard toilet facilities. Appointments are strongly recommended to optimize the time spent with a financial planner and thoroughly discuss individual needs.

Key Features and Recommendations

• Personalized Financial Plans: Clients receive customized strategies aligned with their specific goals and risk tolerance.
• Investment Management: Portland Financial Management Ltd offers guidance on investment selection and portfolio management.
• Retirement Planning: They assist clients in planning for a comfortable and secure retirement.
• Tax Planning: Strategies are developed to minimize tax liabilities and optimize wealth accumulation.
• Estate Planning: Guidance is provided on inheritance tax planning and ensuring a smooth transfer of assets.

Given the current lack of client reviews, prospective clients are advised to contact the company directly to discuss their financial requirements and ascertain the suitability of their services. A preliminary consultation is highly recommended to establish a rapport and gain a clear understanding of the firm’s approach. Understanding the company's focus is crucial, as it is primarily centered on financial planning, rather than broader wealth management services like investment banking.

Current Status and Considerations

It’s important to acknowledge that Portland Financial Management Ltd currently has no publicly available reviews on Google My Business. This absence of feedback should be considered when evaluating the company. However, the availability of a dedicated telephone line (1912816074) and the wheelchair-accessible facilities demonstrate a commitment to client service and accessibility. The average opinion of 0/5 reflects the need for clients to share their experiences, which will, in time, contribute to a more comprehensive understanding of the firm’s performance.

Contact Information and Additional Notes

For further details or to schedule an appointment, please contact Portland Financial Management Ltd at 29 Portland Terrace, Jesmond, Newcastle upon Tyne NE2 1QS. The phone number is 1912816074. While a website is not currently available, the company can be reached via telephone. Clients are encouraged to confirm appointment availability prior to visiting the office. The provision of a toilet facility and wheelchair accessibility underlines the firm’s dedication to creating a welcoming and inclusive environment.