Building a brighter financial future, one family at a time
Our Journey
Portland Financial Planning was born from a desire to address the specific needs of the mature and retired generation. Founded by Ben Walters in 1992, the company has become a trusted advisor for individuals navigating life transitions and securing their financial future. With Ben's daughter Hannah joining the team in 2016, Portland Financial Planning boasts a wealth of experience and empathy, guiding clients through every step of their financial journey.
Who We Are
We are an independent family-run business with a genuine understanding of the concerns and aspirations of our clients. Led by Ben Walters, a seasoned financial advisor with over 40 years of experience, and his daughter Hannah, a qualified nurse and financial advisor, we combine expertise with genuine concern for your wellbeing. Our dedicated team is supported by Bryony, who contributes over two decades of experience in financial administration.
Our Expertise
We offer a holistic approach to financial planning, encompassing:
Retirement Advice
- Developing a comprehensive plan to ensure a comfortable and secure retirement.
- Selecting appropriate investments for your individual needs and goals.
- Optimizing your state pension and other retirement schemes.
Saving & Investments
- Tailoring a strategy to meet your savings and investment goals.
- Guiding you through navigating the complex financial landscape.
- Providing ongoing review and adjustment to maintain your financial security.
Later Life Planning
- Preparing for future needs and aspirations.
- Addressing potential care requirements with practical and financial solutions.
- Ensuring a smooth and stress-free transition for you and your loved ones.
Long Term Care Planning
- Understanding the options available to manage changing care needs.
- Developing a personalized plan to finance long-term care.
- Providing guidance on navigating the complexities of the long-term care system.
Inheritance Tax Planning
- Minimizing inheritance tax liabilities through strategic planning.
- Ensuring your wealth is passed on to your loved ones efficiently and effectively.
Our Values
At Portland Financial Planning, we prioritize:
- Client-Centricity: We focus on understanding your individual needs and goals.
- Transparency: We provide clear and concise communication every step of the way.
- Integrity: We uphold the highest ethical standards and regulatory compliance.
- Empathy: We treat every client with respect and understanding.
- Sustainability: We guide you towards making financially responsible decisions for the future.
Professional and Caring Financial Advisers
Portland Financial Planning Ltd, run by father-daughter duo Ben and Hannah, has been providing financial advice to clients over the years, establishing a reputation for being more than just financial advisers. They have been described as thoughtful, friendly, and caring, going above and beyond to help clients make informed decisions about their finances.
Personalized Approach
Each client has reported receiving personalized attention and tailored advice from Ben and Hannah. They take the time to understand individual circumstances, offering expert guidance on managing pensions, retirement planning, and financial security. Their approach is described as kind, pragmatic, and non-daunting, making financial planning accessible to those who may not be confident in navigating these areas.
Highly Recommended
The company has received numerous 5-star ratings from satisfied clients, who praise the team's professionalism, responsiveness, and commitment to providing tailored advice. Clients appreciate the positive and caring attitude of Ben and Hannah, who go out of their way to help them achieve their financial goals.
Long-Term Relationships
Many clients have been working with Portland Financial Planning Ltd for years, and the company has developed long-term relationships built on trust and understanding. They have been able to adapt to changing circumstances and needs, providing ongoing support and guidance.
Conclusion
Portland Financial Planning Ltd is a highly recommended company that prioritizes building strong relationships with clients. Their personalized approach, professional expertise, and caring attitude have earned them a reputation for excellence in the financial advice industry.
Be the first to review Portland Financial Planning.
Write a Review
