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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Protecting
your wealth.

What we do > Protecting Your wealth.

Accruing wealth, in any form, always comes with associated risk. It’s so important that you can enjoy your lifestyle in the knowledge that if anything changes, you have taken the right steps to safeguard your finances. By bringing protection policies into your financial plan we help to take the headache away and provide you with peace of mind.

Start protecting your wealth

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

Income
Protection

Plans to pay you a regular income if you can’t work because of sickness or disability and continues until you return to paid work or you retire. These typically pay out between 50% and 65% of your income if you’re unable to work.

Life
Insurance

Protects your loved ones with financial support in the unfortunate event if your death. It can help minimise the financial impact that your death could have on your family by paying out a cash lump sum.

Critical
Illness Protection

Supports you financially if you are diagnosed with one of the conditions included in the policy. Critical illness plans provide a lump sum and can be for a specific time period or for your whole life.

Private
Medical Insurance

Private Medical Insurance (PMI) covers the cost of private medical treatment for acute conditions that start after your policy begins from diagnosis to treatment.

Wills
& Power of Attorney

Wills are legal documents that express a person’s wishes as to how their property is to be distributed after their death. We can also arrange Power of Attorney which are a written authorisation to represent or act on another’s behalf.

Please note that Wills or Powers of Attorneys are not regulated by the Financial Conduct Authority.

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, with a dedicated team of Practice support Professionals, Paraplanners as well as the support from the rest of the 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.
  • Who will I be working with? - When you choose Porta you are choosing a Personal Financial Adviser who will work with you long term. This one to one relationship is vital in building trust and confidence in your decisions.
  • Please note: - 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.