Who we are
We’ve built a close-knit team with decades of experience and a shared commitment to keeping financial advice life-focused, human and jargon-free.
Meet the team
Our backgrounds are different, but our ‘Why’ is what unites us. When clients trust us with their money, they’re trusting us with years of hard work and their future and we never take that lightly. That’s why we create every single financial plan with the same care, thought and long-term focus that we’d want for our own families.
Watch: What makes Porta, Porta
Why did we build Porta Partners differently from a traditional financial advice firm?
Watch Managing Partner James McPartland share the story behind Porta Partners – what led us to create the business, the 2.5 years we spent researching and building it from the ground up, and how the response from our clients has reinforced why we set out to do things differently.
How we’re redefining Financial Advice
Watch the Porta Partners team share the experiences, values and ideas that have shaped who we are today – from our life-first approach to financial planning and the relationships we build with our clients, to the culture we’re creating and our ambitions for the future of financial advice.