Established in 2005, Portman Financial Management is a trading style of PFM Associates Limited, an firm of Independent Financial Advisers (IFAs) based in Dorset, UK. The company specialises in providing high-quality, personal advice on many aspects of wealth management, including investment planning, retirement strategies, and estate planning. As Chartered Financial Planners, they adhere to a high standard of professionalism and ethics, offering independent advice to a diverse client base. The firm is authorised and regulated by the Financial Conduct Authority (FCA).

Founded in

Czech Republic