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

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Who
We are.

I help James McPartland with managing his clients and providing admin support across the team.

I joined Porta in 2023 following a career working for the NHS in Liverpool, Hertfordshire and Essex for Mental Health, Primary Care and Acute Trusts where I met many great and dedicated professionals. I then spent 13 years as a PA with HBOS/Bank of Scotland in various departments across the Bank. Prior to joining Porta I was employed as an admin assistant for an IFA based in Hertfordshire, where I worked with advisers providing admin support for client reviews.

Outside of work I enjoy cycling and spending time exploring the countryside.

Sue Porter - Personal Assistant