Portland Financial Planning 95 Highfields, Shrewsbury SY2 5PJ
About the Business
Welcome to Portland Financial Planning, your trusted partner for all your financial needs. Our institution is located at 95 Highfields in the beautiful town of Shrewsbury, United Kingdom. As a leading establishment in the field of finance, we specialize in providing comprehensive financial planning services to individuals and businesses alike.
At Portland Financial Planning, we understand that financial planning can be a daunting task, especially in today's ever-changing economic landscape. That's why we pride ourselves on offering personalized, tailored solutions to help you achieve your financial goals. Our team of experienced financial experts will work with you every step of the way, offering expert guidance and advice to help you make informed financial decisions.
Whether you're planning for retirement, saving for your children's education, or looking to invest your money wisely, we have the expertise and knowledge to help you achieve your goals. Our comprehensive financial planning services include retirement planning, investment planning, tax planning, estate planning, and much more.
In addition to our financial planning services, we also offer a variety of other financial services, including banking, insurance, and wealth management. Our goal is to provide our clients with a one-stop shop for all their financial needs, helping them to achieve financial success and security.
As a point of interest in Shrewsbury, our institution is proud to be a part of this beautiful community. We are committed to providing the highest level of service to our clients, and we strive to make a positive impact on the local economy and community.
So whether you're just starting out on your financial journey or are looking for expert guidance to take your finances to the next level, Portland Financial Planning is here to help. Contact us today to learn more about our comprehensive financial planning services and how we can help you achieve your financial goals.
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Location & Phone number
95 Highfields, Shrewsbury SY2 5PJ, United Kingdom
Hours open
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
09:00 - 13:00
Saturday:
Closed
Sunday:
Closed
Reviews
"We have been using Ben & Hannah’s financial knowledge for quite a few years. The advice they have provided to us has always been safe and secure."
"Ben has been our financial advisor for over 30 years and his professional and friendly guidance has proven extremely valuable as our family has grown up and our financial priorities have consequently evolved. Now with Hannah fully on board, we feel lucky to have 'the team' at PFP supporting us in our retirement and working with our grown up kids to help ensure they have a secure financial future for their young families in an increasingly volatile world."
"I went to Ben & Hannah to facilitate a drawdown for a small additional pension. I found them to both be exceptionally helpful, understanding & professional, putting me on a path to make the most of my finances & secure planning for the future. I would Highly recommend & will definitely be using their service again. M. Wood .. Shrewsbury."
"I’ve known Ben Walters for 30 years and he and his family have helped me since 1992 to manage my investments and accounts. Having worked for some major companies including Marconi (as an electronic apprentice), Linotype and EMI I decided to become self employed and to set up my own consulting company, Garland & Associates. Work centred on computer software design, provision of video test equipment plus bespoke video editing systems. During this period it was essential to have my finances and investments monitored and Ben has done a great job in ensuring the best choices were made and that the accounts prospered. Despite the inevitable ups and downs of the market Ben has skilfully managed my portfolio. I am delighted to recommend Ben and Portland Financial Planning Ltd. I have had the bonus of a very competent advisor who is a friend as well."
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