At Portbury Wealth Management, we pride ourselves on delivering a broad range of expertise to help our clients achieve their financial goals and secure peace of mind for the future. We offer a seamless and high-quality service across all aspects of wealth management, supported by the renowned St. James's Place. Our approach ensures professionalism and excellence in every interaction, making your financial success our top priority.
Our philosophy is to build exceptionally strong, trusted, and lasting relationships with our clients. We tailor our financial services to provide peace of mind, addressing each client's unique needs and aspirations. Our dedicated wealth managers are available to discuss your specific requirements at your convenience, ensuring you receive personalized and attentive service every step of the way.
Stuart Knight and Jason Rungasamy, founders of Portbury have run successful Practices within St James’s Place since 1998 and currently manage c£580m AUM.
Portbury Wealth Management is committed to being your trusted partner in managing, building, and preserving your wealth.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.