PFM

• 64999 - Financial intermediation not elsewhere classified

Portland Financial Management is a Newcastle based firm of financial advisers with a nationwide client base. We are fully independent which means that we provide personal recommendations by assessing a sufficiently diverse range of retail investment products, life insurance products, structured deposits and product providers available on the market to ensure that client's objectives are suitably met... Tax specialism: we make excellent tax advice a cornerstone of our client service. Our experience tells us that sound and careful tax planning is a vital component of growing and preserving our clients' wealth. One of our financial advisers is a practicing chartered accountant and we are supported by the 10+ strong Ryecroft Glenton private client tax team... At PFM we approach wealth management with a conservative mindset. We have found from experience that seeking long term wins and taking a ‘steady and boring' approach to investment is far superior to chasing quick returns.

Also known as: Portland Financial Management, PORTLAND FINANCIAL MANAGEMENT LIMITED

Registration numbers: 01496459 (CH), 114370 (W), 1496459 (W)

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