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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 help.

Advice for every unique individual

We offer financial advice to people from all walks of life. There is no minimum investment or upfront fee to talk to a Porta adviser.

Our approach begins by us understanding you and your goals. We ensure we have a clear picture of your desired future before planning how to make that reality.

We will discuss with you the ongoing advice charges for our services. Our advice is not free. Details of the charges we make for our advice and how it is paid for are set out in the ‘Key facts about our costs and services’ document you receive. The cost for our advice is paid for and facilitated out of the overall charges levied on your investment. The advice charges will also be discussed with you and the specific amount charged will be provided on your personalised illustration.

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Specialist support

Our clients come from many different backgrounds and we have extensive experience of working with certain groups of people that have specialised requirements.

Business
Owners

We help business owners to achieve their business, financial and lifestyle objectives through effective financial planning.

Sports
Professionals

We have specialist skills to help you maximise your income during your playing career and protect your lifestyle after your retirement.

High
Net Worth Individuals

Our private clients service is designed to cater for the complex planning requirements that high net worth individuals have.

Families
& Individuals

We create personalised plans that give individuals the best advice and gudiance possible and support families to maximise their wealth across generations.

City
Professionals

We help hundreds of high earning professionals in banking, consulting and other sectors in the City of London with bespoke personal financial plans.

Medical
Professionals

We can provide specialist financial advice and tailored planning to NHS professionals, GPs and dentists.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

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.