We engage in a long term commitment to our clients in order to be able to support them at each stage of their wealth management journey. We believe that our clients want a financial service that is simple, transparent and effective with trust being a crucial element to the relationship. As such we recognise the importance of being able to offer you access to the best sources of advice and guidance to develop this confidence.

In a digital age, with answers available at the click of a button it may appear straight forward and less time consuming to design outcomes, but, in reality, for High Net Worth individuals, this isn't the case. We understand the value of time and we don't want to waste it. By taking a pragmatic approach, we believe that advice, based on a personal, face to face relationship is the most effective means to devise the correct solution for our clients.

Anticipating potential complexities that can arise be it from a series of transactions or indeed even a single financial event, and preparing for these is not possible without an ongoing, detailed understanding of your needs and requirements for what you wish to achieve. We want to ensure that together we have planned for the known knowns; anticipated the known unknowns and are in a position to deal with any unknown unknowns.

By offering financial planning as a service we have identified core principles to ensure that by working together, we are able to be proactive rather than reactive in managing your wealth.

Our core principles are:

    • Needs & objectives: From our initial meeting, and through regular review meetings we will consult with you to fully understand your financial circumstances. We will then build a comprehensive picture of your income & expenditure and assets & liabilities, this will enable us to prepare a financial plan with you.
    
    • Planning: Our financial planning model will encompass all the different elements of your financial circumstances. Combined with understanding your needs and objectives, we will develop a strategic plan specifically to help you achieve the different aspirations at different stages in your life. 
    
    • Service: The spectrum of financial services is enormous. We don’t pretend to be able to cover every area intimately at Portbury Wealth, but prefer to specialise in what is relevant to our client base. To be able to offer the full service you would expect and require, we have developed a network of key relationships with accountants, law firms and other third party providers to be able to cover as many eventualities as possible.
    
    • Review: Circumstances will change for everyone at some point in time. By having regular, face to face review meetings we will be able to continue to develop and adjust where necessary as these changes happen. Ongoing dialogue is an enormously important part of our service. We also commit to reporting to our clients on a regular basis so that they stay abreast of any changes to their portfolio as well as any legislative amendments.

By staying true to these core principles, we believe we will provide the solutions which are most suitable for you and in a manner which is both professional and friendly.