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Porta Wealth Management LLP, 30 Lombard Street, London, EC3V 9BQ

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Growing
Your wealth.

Growing Your Wealth

You work hard for what you earn, so you want your money to work hard for you. A growth plan for your money means you can maximise your wealth, for now, and for the future. We create a bespoke plan for you and present it in a clear and detailed way that demonstrates the potential returns and risks that come with investing.

 

Start growing your wealth

Take a look at the range of services we offer to help you to grow your wealth.

Investment
Planning

Starting with your long-term financial goals, we will create a plan for how to achieve them using a range of investment options.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Portfolio
Management

Involves building and overseeing a selection of investments that will meet the long-term financial goals and risk tolerance of a client.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Discretionary
Fund Management*

Delivering tailored investment portfolios based upon your individual circumstances and objectives. A Discretionary Fund Manager (DFM) exercises their professional discretion to buy and sell investments on your behalf.

*This service is provided by Rowan Dartington, a wholly owned subsiduary of St. James's Place. The value of an investment with Rowan Dartington may fall as well as rise. You may get back less than the amount invested.

Pension
Planning

A pension is a long-term saving plan that you build up across your working life to create enough income for later life. Saving into a pension can be a good way to invest in your future.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

ISA
& Savings

Individual Savings Account (ISA) is a savings plan that offers income and capital gains tax free interest.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Specialist
Finance

Disciplined research and decision making in the face of market volatility. We can provide a tailor made service to focus on what matters to you.

Book
A Meeting

To book a meeting with one of our experienced team, click here.

Book a Meeting

Frequently
Asked Questions

Here is everything you need to know.

  • How does it work? - Everything we do at Porta is bespoke and tailored to you. Our team are experts at listening, understanding and planning financial strategies based on your situation, future goals and ambitions.
  • What returns can I expect? - Every plan is different, it is based on your own personal ambitions, timeline and level of appetite for risk. The common thread across all our Porta clients is that they have confidence in the advice given, are well informed and updated and have the flexibility to adjust their plan if needed.
  • Is there a minimum investment? - At Porta we believe everyone deserves great advice, there is no minimum amount you need to invest to become a client. To make the most of our service, the only important thing is that you are looking for long term, trusted advice and are committed to building a strategic plan to grow your wealth.
  • Who will I be working with? - When you choose Porta you will be assigned a Financial Adviser who will work personally with you for the long term, with a dedicated team of Practice support Professionals, Paraplanners as well as the support from the rest of the Advisers within Porta.
  • How will we work together? - We will start by talking! Trust between a client and Financial Adviser is fundamental and we want to build a relationship which will last a lifetime. We want to understand your current situation and what you want to achieve from your financial plan. We will then create a bespoke plan for you which will be presented in a clear and detailed proposal. When you are happy with the proposal, we will implement the plan and provide support for you whenever needed, keeping you informed and adjusting your plan to accommodate any change of circumstances.
  • Who do you work with? - Porta work with professionals, traditionally working with clients on a face to face basis however with the changing world of technology we are able to offer a personalised service to clients via remote means using Zoom, Microsoft Teams and telephone. Each of our Advisers will have a specialist area to support clients from all backgrounds as well as helping achieve the right goal for you.
  • Please note: - The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.