About Portland Financial

Ben Walters has worked in the Financial Services industry since 1975, and set up Portland Financial Planning in 1992 as he felt there was a gap in the market for good personal financial planning, especially for the elderly and retired.

“ When I set up the business my mother was in a nursing home, where she resided for 4½ years, and I became involved in planning the funding of her nursing care. This brought home to me the problems that many people have in managing their money later in life, as all financial advisors wanted to do in those days was sell pensions.

Since this time I have always felt a particular affinity and empathy with my older clients. I am naturally a very patient person which they seem to appreciate, and this helps when explaining the options available to them. ”

Ben has gained the Level 4 Diploma in Financial Services, a qualification that has been mandatory since 2013. He is also qualified to give Long Term Care advice. 

Ben was born in Grantham, but has lived in Shropshire for over 50 years. He is married to Jenny, who is a partner in the business and a retired teaching support assistant. They have 3 children and have also recently become proud grandparents.

Hannah Edwards, Ben's elder daughter, has recently joined the practice. Having worked both in Care Homes and as a qualified NHS nurse with a special interest in care of the elderly, Hannah brings a wealth of experience, empathy and patience to her role as trainee financial planner.

How we’re paid

It is part of our ethos that we are totally transparent with clients about how they pay us for our services. Depending on the products/services selected and your preferences, this can either be through an agreed hourly fee, or a set monetary amount on a task basis.  If the latter, payment would then be either as a fee, or as an agreed percentage charge, or a combination of both. We will always discuss this with you upfront so you will know exactly how much our services are costing, how we are paid, and when.

For more information on Portland Financial Planning, call Ben on 01743 365 813

Ben Walters (DipFA MIFS) Principal, 95 Highfields, Shrewsbury, Shropshire SY2 5PJ

© 2011 Portland Financial Planning is Authorised and regulated by the Financial Conduct Authority No.153582

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