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Ben Walters DipFA MIFS
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Hannah Edwards DipFA LIBF
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Call us on 01743 365813
Why Choose Portland?
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Retirement Advice
Saving & Investments
Later Life Planning
Long Term Care Planning
Inheritance Tax Planning
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Services
Planning for the inevitable
Retirement Advice
Developing a holistic retirement plan, can involve a variety of financial assets which can provide an income.
Saving & Investments
It’s about having the right financial plan to meet your savings and investment goals.
Later Life Planning
With life expectancy increasing, a good financial plan can help you prepare for later life, either for you or your family.
Long Term Care Planning
Despite how independent you are now you may need to explore the long-term care options available to you now or for the future.
Inheritance Tax Planning
Inheritance tax is an avoidable tax, and with good planning your wealth can be passed on to your loved ones.