At Portsdown Wealth Management we aim to nurture long-term trusted relationships with our clients enabling us to provide the best financial planning and advice solutions.
We believe understanding what is important to each client is paramount when advising families and businesses.
Our objective is simple - to ensure that all our clients are advocates of Portsdown Wealth Management.
We actively look to:
- Understand your needs.
- Identify areas requiring immediate action.
- Troubleshoot potential areas requiring future attention.
- Adapt your plan to future changes in needs and circumstances.
- Ensure your plan remains relevant and on track by providing ongoing advice and reviews.
As a client you should expect a proactive relationship where you are regularly informed of your investment performance and fully versed on the most recent legislative changes and how these may impact your ongoing financial planning.
Clients will quickly notice they are working with a company whose financial wellbeing is directly proportional to their own, and unlike many wealth managers or private banks, they will be working with individuals focused on forging long term relationships rather than the typical transactional advice that is commonplace within the industry.
We decided to become an Associate Partner Practice of St. James's Place due to their distinctive approach to investment management, the vast depth of tax planning expertise available and the fact that all our advice is guaranteed by St. James's Place providing additional reassurance to our clients.
The value of an investment with St. James's Place will be directly linked to the performance of the fund you select and the value can therefore go down as well as up. You may get back less than you invested.