A fairer way to invest for families
Most advisers treat each person’s account separately, even within the same household. That’s never felt right to us. So, at Porta, we charge by household, not by person. We link your family’s accounts together so you’re treated as one unit, not separate clients. It means you move through the fee tiers faster and see meaningful savings as your combined pot grows. It’s a fairer, family-first structure that rewards teamwork and long-term planning.
All of that means we help people with families feel calm, organised and confident about their money. No judgement. No jargon. Just clear, human financial advice that gives you peace of mind about where you are — and confidence about where you’re going.
Our approach focuses on three simple things: growing your wealth with purpose, managing it with care, protecting what matters most.
Grow
Growth isn’t about chasing numbers – it’s about creating freedom and choice for the people you love.
We help you build that freedom through:
- Personal financial planning that fits your family’s life, goals and values.
- Investment advice that helps your money grow steadily and sensibly.
- Tax-efficient strategies that keep more of what you earn working for you.
For most families, growth isn’t about feeling wealthy – it’s about freedom. Freedom to do what you want, where you want, with the people you love. To give your kids the best start, say yes to more, and build a future that feels exciting, not uncertain. We’ll help you make that happen with clear, practical planning that keeps life feeling easier — now and for what’s next.
Manage
Life keeps moving – children grow, careers change, priorities shift. So your finances need to move with them.
We keep things aligned and under control for you with:
- Regular reviews that keep your plan current and relevant.
- Education planning – from school fees to university costs – built into the bigger picture.
- Retirement planning that turns vague “one day” thoughts into a clear, achievable plan.
- Ongoing investment management that keeps your money quietly working in the background.
It’s calm, proactive support that gives you the reassurance you’re doing the right thing – not missing out or falling behind.
Protect
Protection isn’t about expecting the worst. It’s about knowing that – whatever happens – you and your family will be OK.
We help you put the right safety nets in place through:
- Life assurance, income protection and critical illness cover tailored to your situation.
- Estate and inheritance planning that passes your money on smoothly and efficiently.
- Trusts and gifting strategies that secure your family’s future.
It’s practical, straightforward advice that brings peace of mind, stability and the quiet confidence that you’ve got things covered.
