Who we help

Most people don’t come to us because they want to ‘grow their wealth’. They come to us because they want to sleep better at night. To breathe a little easier.

Because somewhere between building a successful career, running a business or raising a family, the money stuff can start to feel heavy.

You want to know if you’ve got enough. If you’re doing the right thing. If you’re missing something important. Or if you’ve left it too late.

We are here to tell you that it’s never too late to start financial planning. You’re in safe hands.

Whether you’ve had a promotion, sold a business, received an inheritance, or just realised it’s time to finally get your finances in order, we’ll help you make sense of it all. There are no stereotypes here, and no minimum investment.

We’ll tell it to you straight – no hidden agenda, no jargon – and create a plan that fits around your life, not the other way round.

So the numbers stop feeling like a weight and start giving you choices – for you, your family and whatever comes next.

City Professionals

Big roles can mean big pressure and big decisions. We keep the money piece clear and steady so promotions, bonuses and share awards turn into what matters most: time, freedom and ease in how you live and work.

Business Owners

When the business depends on you, it’s easy to stay stuck in the day-to-day. We bring the focus back to what all that effort is for – a future that rewards the work, not just runs on it.

Families

Family life is full heart, full noise, full on. We help you shape the money around what matters most – the people you love and the future you’re building together.

Why we do it

We believe money should give you choices, not headaches – that’s what gets us out of bed every day. We love seeing clients realise they can do more than they thought – whether that’s work less, travel more, help their kids sooner, or just breathe a bit easier.

Seeing people go from anxious about the future to seeing new possibilities and confidently making them happen – that’s the bit that never gets old.

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
  
 
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   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.
  
 
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   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.