Craig Lewis's Contact Details

Craig Lewis's Company Details

Portfolio Financial Consultancy Ltd

Swansea, ENG, UK • 20 - 49 Employees
Financial Services

At Portfolio Financial Consultancy Limited we are proud of the reputation we have built with our clients since formation as independent financial advisers in 1999. We offer our clients a clear choice of advice services flexible enough to meet their changing needs. In addition we are proud of the qualifications, experience and expertise of our advisers and support staff, which enables Portfolio Financial Consultancy Limited to offer clients quality advice and professional on-going services.You will receive professional independent advice from highly qualified and experienced staff. The fact that we are independent means that we act on your behalf and will research the whole of the market to provide you with advice and services to suit your needs and meet your personal requirements.Once we understand what is important to you and have documented your needs and aspirations, we will undertake comprehensive research of the market and then develop and present solutions and recommendations based on what will support what you want to achieve. We will also explain the range of choices you have to work with us to keep this plan on track as your circumstances change and develop.Where you wish us to review this advice or your financial circumstances and personal situation we will agree the basis of these reviews and any service support with you at the outset. We will ensure, in these circumstances that any changes in personal requirements, market conditions or financial regulation are assessed and ensure you continue to receive appropriate advice and service.