Experienced financial adviser careers at Porta Partners

For advisers who want their work to match their values.

Porta Partners is growing - and it’s happening for a reason.

As more people look for financial advice that feels human, considered and aligned with their lives, the limits of rigid, institution-led models are becoming clearer. Our life-first approach – starting with people’s goals and working backwards to the numbers – is resonating, and driving our growth.

This makes it an exciting time to join Porta.

A firm built around how financial advice should be given

For many experienced advisers, technical ability isn’t the question. It’s how – and where – you want to practise.

At Porta, advice is built on life-first planning, long-term client relationships, clear and considered communication, and a culture that trusts professional judgement

That philosophy underpins both our growth and how we work together as a team.

Why financial advisers choose Porta

Experienced advisers join Porta because they want:

Here, those things aren’t aspirations. They’re how Porta was designed.

What Porta offers experienced advisers

Why did we build Porta Partners differently from a traditional financial advice firm?

Watch James McPartland talk about why he left the previous institution and set up Porta in a way that aligned with his values.

Why I left my previous Financial Advice firm to join Porta Partners

Watch Tom Leopold talk about why he chose to move his business to Porta and what changed when he did.

Start with a conversation

To find out more or apply for opportunities, please email info@portapartners.co.uk

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.