Working in Partnership

We believe in working closely with professional partners to provide a comprehensive and effective service.

Over the years Portland Financial Management have established strong working relationships with a number of legal and accountancy practices, and we continue to do so.

Our financial planning and investment management teams offer specialist expertise and some of the key areas which may complement your services include:

• Discretionary investment management for trusts, lasting powers of attorney and court of protection
• Management of personal injury and clinical negligence payments
• Pension advice on divorce
• Services for non-domiciled individuals
• Technical pension planning
• Shareholder, director and business protection
• Commercial insurance.

We also work closely with Portland Financial Management SA which offers a private family office and fiduciary service for individuals on an international basis. PFM SA is a regulated business with headquarters in Geneva, Switzerland.