Business Owners

Helping you turn business success into personal freedom.

Running a business can be exhilarating - and exhausting. You’re spinning plates, solving problems, and driving growth, which rarely leaves time to think about your own finances.

That’s where we come in.

We help business owners make sense of their money, build stability behind the scenes, and make confident decisions about the future – for themselves, their families and their companies.

Our approach focuses on three things: growing your wealth with purpose, managing it with care, and protecting what matters most.

Grow

Growth isn’t just about turnover or profit. It’s about creating a business that supports the life you want – and makes all the effort worthwhile.

We’ll help you grow your finances in a way that balances both sides:

Tax-efficient profit extraction and remuneration planning - ensuring you take income in a way that’s smart, compliant and sustainable.
Pension and investment planning - building personal wealth alongside business success.
Cashflow and forecasting support - giving you visibility over what’s coming, so you can plan with confidence.
Strategic business planning - aligning your financial decisions with your long-term goals.

It’s practical, proactive advice designed to keep both your business and personal finances moving forward together.

Manage

As your business grows, the demands on your time – and your finances – evolve. We’ll help you stay organised, adaptable and in control.

That includes:

Regular financial reviews, connecting business and personal planning so nothing slips through the cracks.
Retirement and exit planning, so you can step away when the time feels right, knowing everything’s in place.
Funding life goals outside the business, from education costs to property or personal investments.
Ongoing investment management, keeping your plans clear, compliant and aligned with your changing priorities.

We make sure your business supports your life – not the other way around.

Protect

Every business faces uncertainty, but the right safeguards turn risk into resilience.

We’ll help you protect what matters through:

It’s straightforward, human advice that helps you feel secure – whatever happens next.

Working beside you through every stage of business - and life

Owning a business means making decisions every day – for your clients, your team, and your future. We help you step back from the day-to-day and ask the questions that really matter: what kind of life do you want this business to create, and how can your money make that happen?

From there, we keep everything connected – business and personal, short-term and long-term – with clear plans and steady support that evolve as you do.

It’s calm, collaborative partnership that keeps your financial world aligned with real life and gives you the freedom to enjoy what you’ve built.

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.