How we work

A clear, straightforward process that keeps things simple.

There’s no charge for your initial consultation. We use this meeting to get to know you — your goals, your priorities, and whether we’re the right fit to help. It’s an open, pressure-free conversation.

If we both decide to move forward, we’ll explain exactly what the next steps look like and what any future costs will be. You can read more about what we do and how our fees work before we begin.

Six steps of your journey to clarity

Our structured process ensures nothing is left to chance. Every step is designed to give you confidence, transparency, and a plan that truly works.

01 Complimentary 15 minute introductory call

We begin by learning about your story, values, and goals. In our first complimentary meeting, your adviser will discuss your financial and life objectives, whether you’re planning for retirement, building wealth, protecting loved ones, or preparing for future generations. This conversation sets the foundation for tailored advice.

You can share as much as you like. Your adviser will outline how your information informs our recommendations, ensuring our guidance aligns with your priorities.

Our discussions will include

02 Discovery & analysis

After we’ve discussed your goals, we’ll thoroughly review your finances – covering your income, expenses, assets, and debts. Investing carries a certain level of risk, so your adviser will help determine both your comfort with risk and the degree you can realistically take on. This ensures that all suggestions are tailored to fit your financial situation, resources, and aims.

What will this include

03 Research & strategy

Our team carries out comprehensive market studies, product evaluations, and financial analyses. We rigorously test various scenarios, simulate multiple outcomes, and determine which strategy aligns best with your situation. Your adviser will then assess your current setup – including costs, performance, guarantees, and suitability – to ensure it meets your needs. If maintaining your existing arrangements is the most advantageous choice, they will communicate that clearly.

What will this entail

04 Recommendation

After the research is completed, your adviser prepares a comprehensive Suitability Report. This document outlines their recommendations in detail, explains the rationale behind them, highlights any associated risks, and provides a full breakdown of costs. You will have all pertinent information available prior to making your decision.

What you'll receive

05 Implementation

Should you choose to proceed, your adviser and their team will oversee all aspects of the process – including applications, transfers, identity verification, and product setup. You are not required to manage paperwork or interact directly with providers. Throughout each stage, your adviser will maintain consistent communication, ensuring you remain informed about your application’s progress and upcoming steps.

What you'll receive

06 Ongoing partnership

Your financial plan is designed to be flexible, just like our partnership with you. We keep a close watch on your portfolio, check your goals every year, and adjust your strategy as your circumstances change. You’ll always have someone available to help when you need it. Because life, markets, and tax laws are constantly evolving, our ongoing advice service ensures your adviser reviews your plan annually and offers continuous support – details follow below.

Your ongoing support will include

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
  
 
      Posted on Google  
   
   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.
  
 
      Posted on Google  
   
   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.