Portal Financial Management
Banks House
, LL30 2PL
Conwy
, GWYNEDD
Business profile
We are not tied to any individual company so we can give totally impartial advice by researching the whole of the market to find the most suitable products for our clients We offer all clients regular reviews of the portfolios held to ensure that these take account of changing circumstances in your life and financial markets Our aim is to provide advice on all aspects of Financial Planning in an easy to understand way and tailor the advice given to individual circumstances Based in Llandudno and Chester means we are ideally placed to provide a service for clients in North Wales along with the North West of England