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Financial Advisors and Mortgage Brokers |
Financial Advisors
Portfolio Financial Consultancy has been established since 1999 and both directors (Paul Pelopida & Christian Roche) have been offering clients financial advice for over 20 years. Our company has offices throughout South and West Wales. We have a team of financial advisers and mortgage brokers that ensure all of our clients, both existing and new, are offerred a full and indepth financial review and all of their needs and requirements can be met with the team of experienced advisers we have. We have a very experienced and professional team of administration staff headed up by our office manager Paula Frovine. Staff are located in our offices in Swansea and Pontypool. We offer financial advice to both personal clients and also business clients. Click here for the following services:
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Areas Covered
We offer both a 'whole of market, independent range of advice and also a 'selective and exclusive' advice process for selective clients with 5 major financial services providers. We have business relationships with both FR Ball Insurance Brokers and Leo Abse & Cohen Solicitors. | ||||
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