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Call 020 8042 0362 to arrange a no-obligation financial strategy session today.

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

Porta Wealth Management LLP together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Porta Wealth Management LLP Privacy Policy or the St. James’s Place Privacy Policy.

Who
We are.

Meet our team

We’ve built a great team that works together to create great results for our clients. Whilst our roles, work and personalities are all unique, we do all share the same values of honesty and integrity in every area of our work.

Rob Jackson

Managing Partner

Nick Marshall

Managing Partner

James McPartland

Managing Partner

George McCrossan

Partner

Leanne Harris

Operations Manager

Aaron Crossman

Financial Adviser

Rob Mansfield

Financial Adviser

Colm Murphy

Financial Adviser

Tom Derbyshire

Financial Adviser

Joseph Rose

Trainee Paraplanner

Amir Ansari

Paraplanner

Caitlin Hulsman

Trainee Paraplanner

Get
In touch

Porta Wealth Management LLP together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Porta Wealth Management LLP Privacy Policy or the St. James’s Place Privacy Policy.