Portfolio

Portfolio Financial Planning & Wealth Management
Independent Financial Planners Portfolio Wealth Management was established in 1999.
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We have a team of highly qualified financial planners based throughout South Wales and the West of England, with our head office in Swansea. Simply, our aim is to help you achieve your financial goals through expert advice and providing quality investment management. Please don't hesitate to contact the team by telephone 01792 483 860 or the appropriate messaging link.

Address

Unit 2 Langdon House, Langdon Road
Swansea
SA18QY

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4:30pm

Telephone

01792 483860

Website

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Portfolio Wealth Management

At Portfolio Wealth Management we are proud of the reputation we have built with our clients since formation as Independent Financial Advisers in 1999.

We offer our clients a clear choice of advice services, flexible enough to meet their changing needs. In addition we are proud of the qualifications, experience and expertise of our advisers and support staff, which enables Portfolio to offer clients quality advice and professional on-going services.

The key areas of planning we typically assist client with are:


  • Pension and retirement planning