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

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Who
We are.

Having finished my studies In June 2022 I started working for Porta Wealth Management as a Client Account Executive, working closely with the advisers to ensure all administration tasks are completed. I have developed my role to take on paraplanner tasks whilst working towards completing my Level 4 Diploma in Financial services.

Joseph Rose - Trainee Paraplanner