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Client Portal Client Platform
Client Portal Client Platform

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

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Porta Partners, Chancery House, 53-64 Chancery Ln, City of London, London WC2A 1QS

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City
Professionals

Who we help > City Professionals

Unlocking Financial Success for High-Earning Professionals

For many city professionals, a high-performing career in finance can be highly rewarded, but the hectic lifestyle can leave little time to look after your own personal finances. Plus, the more you achieve professionally, the more you’re likely to earn, so your personal financial landscape becomes more complex.

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STARTED

Arrange your no-obligation, confidential consultation.

At this consultation, you have the opportunity to ask questions about any of your finances and plans and see if we can help you.

You could use the meeting to look at any or all of your financial plans, such as;

  • Review your pension arrangements
  • Consider investment and savings strategies
  • Assess your tax position and look at your options
  • Review your insurance and protection covers everything you need
  • Consider your asset and property arrangements

The value of an investment will be directly linked to the performance of the funds selected and may fall as well as rise.  You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

The Financial Conduct Authority does not regulate tax planning.

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How we can help city professionals

  • Tailored Financial Advice - We offer a tailored approach that considers your unique financial circumstances and your limited time. As trusted financial advisers we can provide clarity amid the noise, offering insights that maximise returns, and ensure that your hard-earned wealth is not only preserved but continues to grow.
  • Tax & Bonus Planning - If you are on a higher income, you’ll want to make sure you’re making the most of the tax reliefs available to you. We  offer tax and bonus planning advice to help you invest tax-efficiently. Smart investing today and regular reviews will reassure you that you’re on track to enjoy life to the full, when you retire.
  • Retirement Planning - You may be years away from retiring, or it might be coming up fast. You might need to create pension plans for your own employees. There are a wide, flexible range of pension options now available, so taking expert professional advice on what will suit you best can bring many different benefits. And it’s never too late, or too early, to start.
  • University and School Fees Planning - With the increasing cost of education and university fees, our advice is – plan ahead. Making sure your children get a great education, not just a good one, is something all of us want. It’s a very personal way to help them towards the future they deserve. We  will work with you to create a bespoke school fees plan that will work for you, both now and in the future.
  • Family Protection - Should you or your partner suddenly be unable to work, either through major illness, job loss or changing personal circumstances, knowing that your family will have enough money to live on is a lifeline. We  can help you put in place Term Assurance, Critical Illness, Income Protection, Family Income Protection or Whole of Life Assurance.

Contact
Us

Our team are experienced at supporting city professionals with their finances and offer first-class support whenever you need us, whether from our offices in The City or via phone or video call.

Why not book a no obligation financial review meeting and find out how we can deliver a bespoke tailored financial plan based on your unique situation.

Get in Touch