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

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We are.

I started working at Porta back in November 2023 bringing with me a few years of pension administration from both a mutual and a third-party firm. I have worked within the industry since graduating from Brunel University with a degree in Business Management.

I lead the admin team in Porta to make sure we receive and process information as quickly and efficient as possible. I work closely with both the advisers and paraplanners to make sure they have everything they need to complete the job.

I pride myself on the quality of my work and make sure it is completed to the highest standard.

Tom Price - Client Account Team Manager