Our Background

Portland Financial Management is part of the PFM Group and provides specialist financial planning and investment management for individuals, business owners and directors.

Based in London, the company was founded in 1994 and pioneered a fee-based practice. It now forms an important part of the PFM Group which provides financial, compliance and operational services and support to the company.

With further offices in Eastbourne, Chepstow and Geneva, Switzerland, the PFM Group comprises a number of businesses covering financial planning, fund and property management and IT services.

Our Values

• The bigger picture is vital - invest time to understand by listening and learning.
• Do what we say we will, deliver on time and exceed expectation wherever possible.
• Remember the vision - connect people with their financial position.
• The service we provide will affect our future success and that of our clients.