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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 achieve financial well-being. 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 to you is paramount when advising families, professionals, and businesses. We reflect this in the level of attention to detail we give each and every one of our clients. Why not get in touch today and book your initial consultation on 01227 206 213

Get In Touch

If your in need of financial planning why not give our friendly and professional team a call today on 01227 206213

Contact Us Today

Our Team

Meet our Team Of Professional Finance Experts

Andrew Leppard

Andrew Leppard

Principal

With over 15 years in the financial sector I provide...

Andrew Leppard

Principal

Chloe Cox

Chloe Cox

Senior Business Administrator

Chloe manages all areas of business submission, client interaction/record keeping...

Chloe Cox

Senior Business Administrator

Claire Cox

Claire Cox

PA Client Services

Claire oversees the client experience at Portsdown Wealth Management and...

Claire Cox

PA Client Services

View Our Team

Let Us Contact You Today

Fill in our simple form below and we will be in touch to discuss your financial planning needs as soon as possible.

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 Partner's Privacy Policy Privacy Policy or the St. James's Place Privacy Policy

St. James Place Wealth Management

Portsdown Wealth Management is an Appointed Representative of and represents only St.James’s Place Wealth Management (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at www.sjp.co.uk/products. The `St. James’s Place Partnership’ and the titles `Partner’ and `Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

About Us

Portsdown Wealth Management,
The Office,
11 Hulbert Road,
Bedhampton,
Hampshire,
PO9 3TA

Portsmouth Office: 02392 988 840

Canterbury Office: 01227 206 213

 

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