Protecting your money - Porta Partners

Freedom backed by security

The point of protection isn’t worry – it’s freedom. Freedom to make plans, take chances and enjoy life, knowing that if things shift, you’ve got the right safety nets in place.

We’ll help you build cover that feels clear and proportionate - strong enough to protect, simple enough to live with.

We 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.

Life Insurance and family protection

If life changes unexpectedly, your family’s stability shouldn’t.We’ll help you choose cover that keeps the people you love financially supported and secure.

The Financial Conduct Authority does not regulate tax planning or cashflow planning.

Income protection and critical illness

If illness or injury interrupts your income, your plans shouldn’t stop too.We’ll make sure the right protection is in place to keep things steady while you focus on recovery.

The Financial Conduct Authority does not regulate tax planning or cashflow planning.

Estate and inheritance planning

Keeping control of what happens next matters.We’ll help you structure your estate so everything passes smoothly and efficiently — just as you intend.

The Financial Conduct Authority does not regulate estate or inheritance tax planning.

Trusts and gifting strategies

Gifting can be generous and smart.We’ll help you support the people and causes you care about while staying tax-efficient and financially secure.

The Financial Conduct Authority does not regulate tax or estate planning.

The calm in the chaos

Life won’t always go to plan, but your financial security can. The right protection keeps things steady when everything else changes, giving you confidence that whatever comes next, you’ve got it covered.

What Clients Say

    
 
 
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   Versha Patel 
 
 
 
 Trustindex verifies that the original source of the review is Google. We recently onboarded with Porta Partners after a thorough search for a financial adviser who could handle the full complexity of our situation. From the first conversation they were thorough, personable, and clearly across the detail. It's early days but we're already confident we're in good hands. Highly recommend
  
 
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   David Kirk 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have the pleasure of working with James and Hannah over the last couple of months and the initial experience is fantastic. They took time to understand our circumstances and objectives, reviewed our current positions and then laid out a jargon free strategy. We look forward to working with them for the future.
  
 
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   Richard Stevens 
 
 
 
 Trustindex verifies that the original source of the review is Google. Very approachable and very professional. I have found them to be invaluable in assisting in my financial planning.
  
 
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   matt quill 
 
 
 
 Trustindex verifies that the original source of the review is Google. The advice provided by James and his team has been exceptional. I would always recommend the services provided by Porta Partners.
  
 
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   Mandy Mackenzie 
 
 
 
 Trustindex verifies that the original source of the review is Google. From introduction to establishing my portfolio and setting up a new pension the team have been truly excellent.  Particular thanks to James & Ollie for dealing with me so professionally and compassionately.  Can’t recommend highly enough.
  
 
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   Danielle Regan 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great experience so far with Porta Partners, would highly recommend
  
 
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   C McGuigan 
 
 
 
 Trustindex verifies that the original source of the review is Google. 👍
  
 
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   Iskrena Braynova 
 
 
 
 Trustindex verifies that the original source of the review is Google. Aaron Crossman is a young and ambition individual with a deep knowledge of investment. I highly recommend Arron if you are looking for someone who is ready to give you his time and advice about your money.
  
 
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   Simon Maxwell 
 
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
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   katherine murphy 
 
 
 
 Trustindex verifies that the original source of the review is Google. James and the Porta team have been able to provide invaluable expertise, unlike any we’ve experienced before. Fantastic. Thanks James!

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.