Why we do it

We do this because simply because money affects everything in life: your family, your choices and your future. Financial planning isn’t actually about numbers – its about creating freedom for you and the people you love. Yet we believe most traditional financial advice forgets that.

For too long, the industry has pushed products first and left people second. Spreadsheets before real life. We believe this makes too many people feel small, confused or excluded. So we started Porta to change that.

We know that money is deeply emotional, so we want our financial advice to feel human, honest and jargon-free. Our sole aim is to translate money into meaning. Not abstract wealth, but real lives, families and futures. We’re not just financial advisers – we’re trusted guides through life’s big decisions.

We’re not here to blindly sell pensions, portfolios or tax wrappers – that’s not we’re about. Instead, we first take the time to really get under the skin of your worries, your family and your life goals and only then build a financial plan around them. Because money isn’t the goal; it’s the tool that helps you create the future you want – on your own terms.

The reason we’re so passionate about this is because we’ve seen what happens when people finally stop worrying about “having enough” or whether they’re “doing it right” and start seeing what’s actually possible. We live for those moments where they realise they can retire sooner, take that dream trip, support their kids, or just breathe a bit easier.

That’s what gets us out of bed every day.

We believe Financial Advice is about more than money

For us, financial advice is ultimately about the difference it makes to people’s lives. Watch the team share the client moments that remind us why we do what we do – from helping someone finally understand their finances to giving them the clarity, confidence and peace of mind to stop worrying about money.

Our values

We know that financial advice is built on trust – and trust comes from how we show up every day. So we’ve created a set of values that guide every conversation, every decision and every relationship at Porta.

Honesty

We tell the truth, even when it’s difficult. Clients trust our advice because it’s grounded in integrity, and our team trusts each other to be upfront and fair.

Transparency

We’re open about everything. From fees and processes to expectations and feedback. Clients see exactly how we work, and our team knows clarity and openness are non-negotiable.

Clarity

We cut through jargon and make the complex simple. Clients get plain-English advice they can act on, and our team works with clear direction, goals, and communication.

Life-Focus

Our planning starts with your life’s aspirations, not just financial products. We craft advice that supports the life you envision, encouraging our team to build careers aligned with their own ambitions.

Progress

We are dedicated to helping you move forward. We create momentum towards your goals, and as a team, we continuously learn, improve, and raise our standards.

Partnership

We build enduring relationships, seeing ourselves as trusted guides through life’s significant decisions. Our team thrives on collaboration, supporting each other’s success.

Enjoyment

Clients enjoy our conversations, and our team enjoys coming to work. We create an environment that’s collaborative, energising, and never boring.

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.
  
 
      Posted on Google  
   
   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.
  
 
      Posted on Google  
   
   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.
  
 
      Posted on Google  
   
   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.