Portland Wealth Management Limited
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- Sophia House, 28 Cathedral Road, Cardiff, South Glamorgan, CF11 9LJ
Portland Wealth Management Ltd, located in the prominent region of Cardiff, South Glamorgan, offers meticulous financial planning and wealth management services. As a FCA regulated firm (registration number 516596), we specialize in investments, pensions retirement advice, final salary pension transfers, and life services. Our professional and approachable team operates from Sophia House, Cathedral Road, delivering regulated advice to clients in Cardiff and surrounding areas. Committed to tailoring our expertise to fit individual financial circumstances, we are often the chosen partner for locals seeking a reliable guide for their financial journey. With Portland Wealth Management Ltd, experience trustworthy and personalised financial strategies designed for your unique financial landscape.
Their team includes 2 financial advisers. Check FCA registration here.
Portland Wealth Management Limited are approved by the FCA to give advice on:
- ✔ Pensions & Retirements
- ✔ Financial Planning
- ✔ Investments
- ✔ Mortgage
- ✔ Equity Release
- ✔ Wealth Management
- ✔ Life Insurance
Directions to Portland Wealth Management Limited from the Motorway
- From the M4:
- Proceed to Junction 17 and take the A429/A350 exit towards Cirencester/Chippenham.
- Ensure you merge onto the M4.
- Make a slight left turn onto A48(M), following the signs for Cardiff(E)/Cardiff(S)/Caerdydd(Dn)/Caerdydd(D).
- Continue on Eastern Avenue/A48 and persist in following the A48.
- Take a left turn onto Mill Lane/A4119.
- Take another left onto Cardiff Road/A4119.
- Lastly, turn left onto Penhill Road/A4119 and continue to follow A4119. The destination will be on your left-hand side.
List of advisers under Portland Wealth Management Limited:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.