Who we are
Traditional financial advice forgets about the human beings behind the numbers. At Porta Partners, we’re different. We start with your life goals and work backwards to the financial plan.
We ask City professionals and business owners the really important questions like: What do you really want? More time with family? The freedom to retire early? To travel without worrying?
As financial advisers, our sole aim is to help you make those aspirations a reality. Because financial freedom isn’t about a number on a spreadsheet. It’s about the life it lets you live.
What we do
Life doesn’t stay still. Careers shift, families grow, priorities change. So we keep your financial plan on track, adapting it as life evolves so your goals, investments and decisions stay aligned. It’s clear, jargon-free ongoing financial advice that helps you feel confident and in control and ready for what’s next.
Who we help
Having been advising clients for over 20 years, with 100+ years of combined adviser experience, we offer financial advice to people from all walks of life. There are no stereotypes and no minimum investment.
We’re trusted by over 1,000 professionals, business owners and families across London and the UK, who’ve started to ask ‘Am I OK?’ or ‘Have I got enough?’.
Maybe you’ve had a promotion, sold a business, inherited some money or simply realised it’s time to get your finances in order.
Whatever’s brought you here, we’ve got you. We’ll cut through the jargon, create a clear, practical financial plan to help you make your goals a reality, and give you the reassurance that you’re doing the right thing – today and for the years ahead.
Why we do it
We believe money should give you choices, not headaches – that’s what gets us out of bed every day. We love seeing clients realise they can do more than they thought – whether that’s work less, travel more, help their kids sooner, or just breathe a bit easier.
Seeing people go from anxious about the future to seeing new possibilities and confidently making them happen – that’s the bit that never gets old.
What Clients Say
Who we are
We’ve built a close-knit team with decades of combined experience and a shared commitment to keeping financial advice life-focused, human and jargon-free.
Different backgrounds, one shared belief: The money clients entrust to us represents years of hard work and sacrifice. So every financial plan is created with the exact same care, thought and long-term focus we’d want for our own families.
What makes us different
Ask us anything
Every week, clients ask us brilliant questions and we answer them here. Our Ask Us Anything blog is just one way we live our values of radical transparency, honesty and clarity. Real questions, real answers, zero complex financial jargon.
How do I plan for the retirement I want?
For many, retirement is the ultimate reward for years of hard work and disciplined saving. It offers the chance to step away from the demands
Where do I start with retirement planning?
The retirement landscape has changed significantly in recent decades. The security once offered by final salary pension schemes is increasingly rare, while State Pension ages
How do I plan for a comfortable retirement?
One of the most important factors in achieving a comfortable retirement is building sufficient wealth during your working years. While retirement may seem distant when