Get in Touch

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

Email Us
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.

Families
& Individuals

Families & Individuals

Unlock Financial Prosperity with Porta

At Porta, we understand that your financial future is as unique as you are. That's why we're here to guide you on a personalised journey towards financial security and prosperity. Our mission is simple: to empower individuals and families across the UK to make informed decisions about their finances. With years of experience in wealth management, we offer expert advice and a comprehensive suite of services tailored to your specific needs.

Book
A Meeting

Arrange your no-obligation, confidential consultation.

At this consultation, you have the opportunity to ask questions about any of your finances and plans and see if we can help you.

You could use the meeting to look at any or all of your financial plans, such as;

  • Review your pension arrangements
  • Consider investment and savings strategies
  • Assess your tax position and look at your options
  • Review your insurance and protection covers everything you need
  • Consider your mortgage and property arrangements

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.

Book a Meeting

Why Choose Porta?

  • Personalised Financial Planning - No two financial journeys are the same. Our team of dedicated experts will work closely with you to create a customised financial plan that aligns with your goals, whether it's saving for your children's education, planning for retirement, or growing your wealth.
  • Investment Expertise - Our seasoned investment professionals are committed to maximising your returns while managing risk. We offer a range of investment solutions, from traditional portfolios to sustainable and ethical investment options.
  • Tax Efficiency - Minimising tax liabilities is crucial for wealth preservation. Our tax specialists will help you navigate the complex tax landscape and optimise your financial strategies.
  • Estate Planning - Protecting your legacy and ensuring your assets are passed on efficiently is vital. We'll assist you in creating a comprehensive estate plan that reflects your wishes and minimises potential tax burdens.
  • Holistic Approach - We believe that true financial well-being encompasses more than just investment returns. We consider your entire financial picture, including insurance, debt management, and more, to create a holistic plan.

Contact
Us

Your journey to financial security begins here.

At Porta, we are committed to transparency, integrity, and the highest standards of service. Your financial success is our success, and we're dedicated to helping you achieve it. With us by your side, you can face the future with confidence.

Contact us to schedule a consultation, and let us help you take the first steps towards unlocking financial prosperity. Together, we'll safeguard and grow your wealth, ensuring you and your family can enjoy the life you've always dreamed of.

Get in Touch