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Helping you achieve 
financial peace of mind

Portsdown Wealth Management

Financial Planning and Wealth Management Experts

At Portsdown Wealth Management we can help you achieve financial peace of mind through a goal-focused planning process designed to help you realise your financial objectives. Developing long-term trusted relationships with our clients enables us to provide the best financial planning, wealth management, and advice solutions. We know that understanding what is important at an individual level is paramount when advising families, professionals and businesses. We reflect this in the level of attention we give each and every one of our clients.

Get in touch today and book your initial consultation on 01227 206 213

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"Developing long-term trusted relationships with our clients enables us to provide the best financial planning, wealth management and advice solutions."

Andrew Leppard, Principal

Experienced and proven management methods

Serving the south coast, we are dedicated to providing tailored advice and comprehensive plans designed specifically for professionals and families alike. Our team is committed to helping you achieve your financial goals.

About Us
Goal Based Financial Planning

A comprehensive solution to families, professionals, and businesses seeking expert guidance in managing their financial matters, ensuring they are best positioned to achieve their unique and tailored financial goals.

Retirement & Pension Planning

By working with you to define your Future Perfect, we can effectively devise the necessary steps to ensure the realisation of your retirement goals. We offer professional pension advice, ensuring nothing is missed.

Investment Planning

Whether it is making a new investment or reviewing the savings & investment strategies you already have in place, here at PWM we can help you achieve a better understanding, to make sure all actions are appropriate for you.

Financial Protection Planning

Protecting yourself against unforeseen circumstances is an essential part of the financial planning process. Make sure you and your family are ready for any unforeseeable circumstance that may arise.

Inheritance Tax & Intergenerational Planning

Whether you would like to help your children onto the property ladder, contribute to a grandchild’s education or wedding, or help your parents with later-life planning, we can give comprehensive advice.

Corporate & Business Services

Careful planning of your business’ financial objectives, to ensure financial security over the longer terms, from our wealth management team can help you meet your aims whilst concentrating on managing your business.

Our Services

The value of an investment with St. James’s Place 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.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

Real investment experience matters

When navigating through the complex and dynamic world of investments, real-world experience allows one to understand market fluctuations, identify potential risks, and seize opportunities effectively.

Meet the team

Financial Planning Insights and News

Retirement
Five ways to maximise your retirement savings
Planning
The Importance of Personal and Family Protection
All News

Let us contact you

We would love to hear from you here at Portsdown Wealth Management, so why not get in touch using one of the options below or fill out the form.

Phone Portsmouth: 02392 988 840

Phone Canterbury: 01227 206 213

Email: andrew.leppard@sjpp.co.uk

    The Partner together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the St. James's Place Privacy Policy.