We do this because simply because money affects everything in life: your family, your choices and your future.

Financial planning isn’t actually about numbers – its about creating freedom for you and the people you love. Yet we believe most traditional financial advice forgets that.

For too long, the industry has pushed products first and left people second. Spreadsheets before real life. We believe this makes too many people feel small, confused or excluded. So we started Porta to change that.

We know that money is deeply emotional, so we want our financial advice to feel human, honest and jargon-free. Our sole aim is to translate money into meaning. Not abstract wealth, but real lives, families and futures. We’re not just financial advisers – we’re trusted guides through life’s big decisions.

We’re not here to blindly sell pensions, portfolios or tax wrappers – that’s not we’re about. Instead, we first take the time to really get under the skin of your worries, your family and your life goals and only then build a financial plan around them. Because money isn’t the goal; it’s the tool that helps you create the future you want – on your own terms.

The reason we’re so passionate about this is because we’ve seen what happens when people finally stop worrying about “having enough” or whether they’re “doing it right” and start seeing what’s actually possible. We live for those moments where they realise they can retire sooner, take that dream trip, support their kids, or just breathe a bit easier. That’s what gets us out of bed every day.