Client Portal Client Platform Get in Touch
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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Managing
your wealth

What we do > Managing Your wealth.

Once a bespoke financial plan is put in place we don’t wish you well and leave you to it. Life constantly changes and as your Financial Adviser we become a concierge, ensuring that as your circumstances change your financial plan is tailored accordingly. There’s no limit to the support and guidance you get from your Porta Adviser.

Start Managing Your Wealth

Take a look at the range of services we offer to help you to manage your wealth.

Lifetime
Cashflow Planning

A cash flow plan is an assessment and projection of your assets, income, and expenditure over your lifetime. The aim is to assess how likely it is that you will be able to meet your financial goals.

Cash
Management

Porta can support you making the right decisions on how to best manage your cash positions.

Access
to Banking Services

Selecting and managing the right banking solution for your wealth in the UK and/or overseas.

Inheritance
Tax Planning

Careful Inheritance Tax (IHT) planning is about passing as much of your estate as possible to who you want to receive it, rather than to HMRC. It is also about maintaining flexibility and control over any arrangements that are made.

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

Trusts
& Estate Plannng

A trust places the right money, in the right hands, at the right time. They provide the flexibility, creativity, and control that a will alone might not. Organising your wealth now to ensure you maximise its effectiveness, this could be to safeguard and benefit your loved ones or minimise the impact of taxation.

Trusts are not regulated by the Financial Conduct Authority.

Efficient
Tax Planning

An analysis of your financial situation or plan and make sure that all elements work together to allow you to pay the lowest tax possible.
The Financial Conduct Authority does not regulate tax planning.

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

Book
A Meeting

Arrange a no obligation meeting today.

Book a Meeting

Frequently
Asked Questions

Everything you need to know.

  • How does it work? - Everything we do at Porta is bespoke and tailored to you. Our team listen, understand and plan financial strategies based on your situation, future goals and ambitions.
  • What returns can I expect? - Every plan is different, it is based on your own personal ambitions, timeline and level of appetite for risk. The common thread across all our Porta clients is that they have confidence in the advice given, are well informed and updated and have the flexibility to adjust their plan if needed.
  • Is there a minimum investment? - At Porta we believe everyone deserves great advice, there is no minimum amount you need to invest to become a client. To make the most of our service, the only important thing is that you are looking for long term, trusted advice and are committed to building a strategic plan to grow your wealth.
  • Who will I be working with? - When you choose Porta you will be assigned a Financial Adviser who will work personally with you for the long term. They will be backed up by a dedicated team of practice support professionals and paraplanners as well as the wider team of Advisers within Porta.
  • Who do you work with? - Porta work with professionals, traditionally working with clients on a face to face basis however with the changing world of technology we are able to offer a personalised service to clients via remote means using Zoom, Microsoft Teams and telephone. Each of our Advisers will have a specialist area to support clients from all backgrounds as well as helping achieve the right goal for you. 
  • How will we work together? - We will start by talking! Trust between a client and Financial Adviser is fundamental and we want to build a relationship which will last a lifetime. We want to understand your current situation and what you want to achieve from your financial plan. We will then create a bespoke plan for you which will be presented in a clear and detailed proposal. When you are happy with the proposal, we will implement the plan and provide support for you whenever needed, keeping you informed and adjusting your plan to accommodate any change of circumstances.