Established in 1993, Portfolio Financial Consultancy Ltd is an independent financial advisory firm based in Swansea, UK. The company provides personalized financial planning and advice to both individual and corporate clients. Their core services include advice on pensions, investments, mortgages, and protection (such as life insurance and critical illness cover). As an independent firm, they emphasize providing impartial advice tailored to the unique circumstances of each client, and they are authorized and regulated by the Financial Conduct Authority (FCA).

Founded in

United Kingdom