Unit 2 Langdon House
Langdon Road
Swansea
SA1 8QY
Portfolio Financial Consultancy Limited
Financial Advisers based in Swansea
About
Portfolio Financial Consultancy Ltd is a team of professional Independent Financial Advisers (IFAs). Originally formed in 1999 by Christian Roche, Managing Director, we are based in Swansea Waterfront and cover the whole South Wales.
We advise across a wide range of financial planning areas with focus on wealth management, investments, pensions and estate planning. We adopt an holistic approach to financial planning, taking into account clients' individual plans and objectives before recommending a solution specific to their circumstances.
We pride ourselves on the quality of advice we give and the client focused service we deliver. Our qualified and experienced advisers are supported by a team of Client Relationship Officers and Business Support staff, to ensure we meet stated commitments to our clients.
Location
Our Financial Advisers offer a free initial consultation at a convenient location to suit you. We can meet you at our offices in SA1, your home, your work premises or another suitable venue.
Our office is located in Langdon House in Swansea Waterfront but our team are located throughout South Wales. We cover the whole region including Swansea, Carmarthen, Pembrokeshire, Neath Port Talbot, Bridgend, the Brecon Beacons, the Vale of Glamorgan and Cardiff.
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