Client Portal Client Platform Insights Get in Touch
Client Portal Client Platform Insights
Client Portal Client Platform Insights

Email [email protected] to arrange a no-obligation financial strategy session today.

Email Us
Porta Partners, Warnford Court, 29 Throgmorton Street, London, EC2N 2AT

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Putting life at the centre of Financial Advice

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

Put simply, we translate money into meaning. Not abstract wealth, but real lives, families and futures. We're not just financial advisers - our clients call us their trusted guides through life's big decisions.

Growing
Your Money

  • Financial growth isn’t about stacking up more money. It’s about the freedom to make choices, take opportunities and build a secure future for you and your family. We help you grow your finances for what actually matters: time together, stability for the people you love and the confidence to move life forward.

Managing
Your Money

  • 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.

Protecting
Your Money

  • Protection isn’t about expecting the worst. It’s about feeling confident that the people and plans you care about are safe if life changes unexpectedly. We help you put the right safeguards in place so everything you’ve worked for is preserved, giving you peace of mind and security - whatever life throws at you.

Who We Help

City Professionals

You’ve worked hard to build a great career. We make sure the rewards of that career work just as hard to support your life goals now and in the future.

Business Owners

You’ve invested years of graft into your business. We help you make that effort count by creating a financial plan that delivers lasting impact for you and your family.

Families

Family life is full on, so your finances shouldn’t add to the noise. We help you bring order to it all, so today feels lighter and your children’s future stays firmly in focus.

Why We Do It

Advisors talking

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

My previous pension adviser retired, and I went a few years without anyone. When I finally found the right adviser at Porta I immediately felt comfortable and knew I could trust them. They’ve helped me achieve more than I ever thought possible, sooner than I ever imagined. The advice is always subtle, relaxed, consistent and gently determined - but above all, really personal.

Client - London

As life changed - getting married, having kids, finances getting more complicated - I needed someone experienced, trusted and understanding to help me make sense of it all. Someone who could help me make the most of my savings and pension while still planning for the future. The advice I’ve had from Porta has helped me focus on what’s needed now and what’s needed for later.

Client - London

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.

Client - London

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 queries I have with my finances. The team 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!

Client - London

The Porta team have been able to provide invaluable expertise, unlike any we’ve experienced before. Fantastic service!

Client - London

Meet Our Team

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.

Meet Porta

James McPartland

Managing Partner

Nick Marshall

Managing Partner

Rob Jackson

Managing Partner

Tom Leopold

Partner

Colm Murphy

Junior Partner

Ben Payne

Associate

Hannah Forster

Associate

Joseph Rose

Junior Associate

Tom Price

Operations Manager

Sue Porter

Administrator

What Makes Us Different

Life-first planning

We start with your life - the goals, choices and priorities that matter most - then build the financial plan around them.

Radical transparency

No jargon. No hidden agendas. Just clear, upfront fees and honest advice that always puts you first.

Clarity that cuts through

We turn financial complexity into simple, confident decisions you can actually act on.

Real, human partnership

Approachable, genuine and steady - we care about you, your family and your future, not just your finances.

Decades of experience

Chartered, FCA-regulated and trusted by 1,000+ professionals, families and business owners.

Family-first fee structure

We charge by household, not by person. So as your family’s pot increases, the percentage you pay goes down.

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.

Browse All
Post Thumbnail

How Can My Family Turn Budget 2025 Changes Into Financial Opportunities?

Read More
Post Thumbnail

What does life really look like after retirement?

Read More
Post Thumbnail

How Could Budget 2025 Affect My Bonuses, Dividends and Director’s Pay?

Read More