Key Personnel

Alongside our financial planners and support staff, we have a number of personnel with key responsibilities who are integral to the Portland Financial Management team.

Extending from business development to the day to day management of our offices, along with research and paraplanning, they bring essential services and know-how to the company and the benefit of our clients.

Geoff Fillery

Director

Geoff Fillery

As Director of Portland Financial Management, Geoff is focused on the operational smooth-running of the company and works closely with his management team, financial planners and support staff to deliver a premier service for our clients.

His career started in high street banking and progressed through regional office sales and marketing roles to financial adviser in the early nineties. Broadening his experience, he subsequently worked as an independent financial adviser for a national company and an independent insurance broker.

Away from work he is a dedicated family man spending time with his wife Lindsay and running around after energetic young twins Michael and Charlotte.

Contact Details

Address:
Portland Financial Management
3rd Floor
Mutual House
70 Conduit Street
London
W1S 2GF
Tel:
020 3355 3400
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