• My wife and I first met Ben Walters in 2001. Having already experienced the High Street Bank’s own advisors, we were less than impressed with their services and approached our first meeting with Portland with not a little scepticism. How wrong we were. From the outset, the advice that Ben gave was exemplary and made much sense. His advice always reflects our cautious outlook on the financial world. That, I am sure, is his strength, in tailoring his advice to suit his clients’ perceived needs.

    Mr P.C. Hadnall
  • Ben has a genuine interest in assisting us, an in-depth knowledge, plus the personal touch.

    Ms K.R. Stafford
  • I have been investing with Ben for 12 years.  He was introduced to me by friends, after the unexpected death of my husband, as someone who was completely trustworthy.

    Quite honestly, I don’t know what I would have done without Ben – as well as the shock of losing my husband, I had the added complication of never having paid a bill myself!  I was clueless about investments.  Ben was able to talk me through my options, he spent a lot of time ensuring I was happy about choices and explaining the differences and workings of various types of investments.

    Ben has continued over the years to manage my investments – he is completely honest and ‘up front’” about any commissions he earns.  He is always at the other end of the ‘phone when I have any questions, whether related to investments or not, giving advice about banking, tax and anything else I care to ask.  He is un-patronising, down to earth and just a lovely man.

    I would add that Ben is also rather fond of cake!

    Mrs J.C. Shrawardine
  • I am very grateful to the people at Portland who understand the pension minefield and helped me with the very complicated process when I decided to retire early due to ill health. The reward was someone who knows what it’s all about and is very professional but caring.

    Mr I. Retired
  • I am very confident in Ben's judgement. He has never been pushy and always recommended that we enjoy our savings!

    Retired Agricultural Contractor
  • I’ve done business with Ben for over 20 years and he’s planned a very comfortable retirement for me. He’s given me excellent advice and helped me survive the difficult years of the money markets. Without Ben’s sound advice my retirement would not have been so pleasant. My wife always said ‘We’ve been so lucky with our money.’ That’s mostly down to Ben.

    Mr M.C. Retired Company Director
  • I like to think I'm not stupid, but until I met Ben I really had no idea what was going on with the various pensions I had accrued over the years. Ben has helped me get a grasp on my finances and move money from poor-performing funds into much better investments.

    His help has also been invaluable helping me support my elderly mother when she was widowed 8 years ago and left with a relatively large amount of money to manage. Like many women of that generation she had always left the finances to my father and hadn't a clue where to start.

    Ben's advice has meant we've been able to generate an income for her from the investments that allow her to live comfortably whilst at the same time protecting the value of the capital which may be needed to fund care facilities in the future.

    Ms A J, Shrewsbury
  • Prior to meeting Ben we dealt with our Bank who stitched us up. We were then introduced to Ben 12 years ago and have been very happy. We have found him honest, fair, friendly and upfront. We trust him and feel very safe and at ease in his hands.

    Mr T.C. Businessman, Westbury
  • One of the best phone calls I have ever made was to Ben of Portland Financial. I was considering early retirement. He did absolutely everything for me. He got me the best deals with my pension companies and then advised me how to invest some of my lump sum. He is a true gent and I trust him one hundred percent. Would I recommend him? DEFINITELY.

    Mr E.B.
  • In order to retire early my HR Department gave me Ben's details, and after talking to some of my colleagues I decided to take his advice.  Ben visited my home and sorted through my various pensions accrued over 40 years.  Following his help I have now retired with more pension income than I had expected.

    Mr P.J. Staffordshire


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

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