Services

  • Retirement Advice

    In the biggest shake up of the pensions industry for a generation, new legislation that came into effect in April 2015 has seen all restrictions on access to retirees' pension pots removed, making it easier for you to use your whole fund as you wish. ...

  • Saving & Investment Advice

    We regularly provide our clients with both savings and investments advice. The main types of savings are Instant Access, Cash ISAs, Notice and Fixed Term accounts, and National Savings (NS&I). There is one organisation that offers...

  • Later Life Planning

    As Benjamin Franklin famously said, there are only two certainties in life, death and taxes.

    So, when you’ve worked hard all your life to build up a nest-egg to pass on to your children, it can be hard to see it being eaten away by care fees....

  • School Fee Planning

    We know that the decision to put a child through the private education system isn’t one that is taken lightly. The commitment to school fees will have implications for the whole family and their standard of living over a number of years, even more so...

  • Inheritance Tax Planning

    Inheritance Tax, or IHT as it is commonly known, is a tax on money or possessions you leave behind when you die. The current individual tax-free allowance is £325,000 and this has been frozen by the Government until April 2021. Above...

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

Privacy Policy Designed by Starfish Advertising & Marketing Ltd