Portfolio Financial Consultancy
Portfolio Financial Consultancy are proud of the reputation we have built with our clients since formation as Independent Financial Advisers in 1999. Portfolio Financial Consultancy offer our clients a clear choice of advice services flexible enough to meet their changing needs, we can meet you at our offices in the SA1 area of Swansea, your home, your work premises or another suitable venue.
Portfolio Financial Consultancy are proud of the qualifications, experience and expertise of our advisers and support staff, which enables Portfolio Financial Consultancy Limited to offer clients quality advice and professional on-going services. In respect of qualifications, Managing Director Christian Roche was one of the first IFAs in the country to pass the Chartered Insurance Institute Discretionary Investment Management examination. In addition all of our Advisers are Diploma qualified in line with requirements of the Retail Distribution Review effective from 1st January 2013. Amongst the support staff is a Chartered Management Institute qualified manager working towards Chartered status. We have also invested in the education and development of all support staff with several currently pursuing financial services qualifications funded by the company. Our office is located in Langdon House in Swansea Waterfront but our team are located throughout South Wales. We cover the whole region including Swansea, Carmarthen, Pembrokeshire, Neath Port Talbot, Bridgend, the Brecon Beacons, the Vale of Glamorgan, Cardiff and the South West.