About us
At Portal Financial Management Ltd we believe in delivering a fair outcome to clients whilst offering a first class financial service.
We're a small and friendly firm based in Llandudno with over 25 years experience in the business.
As your partner in building wealth and security, we focus on ways that we can help you to live the life you want to live.
Our Services
We have an extensive knowledge of all aspects of the Financial Services. We provide a comprehensive ongoing review service which is designed to create real value to our clients :
- A fully accessible service at all times
- Annual valuations of invested assets
- Ongoing Portfolio Reviews
- Tax Planning Advice
Latest Financial News
Breaking News from the BBC and other Financial Sources
Investment & Savings
Let us help guide you through the maze of Investment Trusts, Unit Trusts, Nisas, OEICs, Offshore investments and more.