Financial Planning Team

Our professional planners offer skill and experience across the broad spectrum of financial planning for private and corporate clients.

Combining backgrounds in wide-ranging sectors of industry, commerce and financial services, with training and qualification to the highest level, they deliver tailored services with expertise, discretion and efficiency.

Above all, each of our personnel focus on placing our clients’ requirements first and foremost and offer a friendly, caring approach.

Paul Lucas

Chartered Financial Planner

Paul Lucas

With over 25 years’ experience in the financial services industry, Paul is passionate about turning what are often complex financial issues into simple, ‘plain English’ solutions, and ensuring that his clients are always fully in control of their money.

He specialises in providing advice to small to medium sized businesses, helping owners and directors make informed choices, and creating flexible and tax effective solutions in order for them to achieve their personal and corporate financial objectives.

He advises corporate clients on employee benefits to help attract, reward and retain staff whilst ensuring they are communicated in a way that maximises employee engagement. And a further important aspect to his role sees him help build and maintain mutually beneficial relationships with our professional partners, including accountants and solicitors.

Contact Details

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

Email Me

   
   
   
 
Send

Private Clients

Tailored wealth management services for those seeking a professional approach.

Read more...

Corporate Clients

Comprehensive financial and investment solutions for corporate clients.

Read more...

Intermediaries

Specialist, expert services created specially for professional partners.

Read more...

Current News