Portal Financial Planning

At Portal Financial Planning, we are a team of experienced and knowledgeable Independent Financial Advisers based in Huddersfield, serving Yorkshire and beyond. Our mission is to provide expert advice on every aspect of financial planning, ensuring that our clients' financial futures are secure and prosperous.

Our Services

At Portal Financial Planning, we understand that every individual's financial situation is unique. That's why we offer a comprehensive range of services designed to cater to your specific needs. Whether you're looking to plan for retirement, save and invest, or protect your assets, we're here to guide you every step of the way.

Retirement Planning

As you approach retirement, it's essential to make informed decisions about your financial future. We can help you create a tailored retirement plan, ensuring that you can enjoy your golden years with confidence. Our retirement planning services include advice on pensions, annuities, and drawdown, as well as guidance on tax-efficient investments and estate planning.

Investments and Savings

Whether you're looking to create wealth through lump sum investments or regular savings, we can help you achieve your financial goals. Our expert advisors will work with you to create a personalized investment strategy, taking into account your risk tolerance, time horizon, and financial objectives.

Pensions

Your pension is likely to be one of your most significant financial assets. At Portal Financial Planning, we can help you navigate the complexities of pension planning, providing guidance on pension options, annuities, and drawdown. We'll work with you to create a customized pension strategy that aligns with your financial goals and risk tolerance.

Protection

At Portal Financial Planning, we understand the importance of protection in your financial plan. Whether you're looking to protect your income, your loved ones, or your business, we offer expert advice on a range of protection products, including life insurance, income protection, and critical illness cover.

Inheritance Tax Planning

As your wealth grows, it's essential to consider inheritance tax planning to ensure that your legacy is protected. Our expert advisors will work with you to create a comprehensive inheritance tax plan, minimizing the impact of inheritance tax liabilities and ensuring that your loved ones inherit your assets without undue delay or complexity.

Our Philosophy

At Portal Financial Planning, we believe in the importance of independence, honesty, simplicity, and technology. We're committed to providing personalized, expert advice that's tailored to your unique financial situation. Our goal is to help you achieve your financial objectives, backed by a deep understanding of the financial markets and a commitment to transparency and communication.

Contact Us

If you're ready to take control of your financial future, we're here to help. Contact us today to schedule a consultation and start building a brighter financial future.