About Us
Portland Financial Management was founded in 1994 and is directly regulated by the Financial Services Authority.
Since our inception we have grown steadily, building our reputation for providing sound financial advice to individuals and to the companies which many of our clients own. We feel it is a measure of our success that many clients from our earliest days are still benefiting regularly from our advice.
Our team has grown and we currently number around 22 people, with this number set to increase into our additional offices around the country.
As we are independent we are able to offer flexible solutions to suit all clients.
Our advisers build long-term relationships with their clients based on trust, accessibility and integrity; and by making the process as simple as possible.