Portland Financial Planning - Shrewsbury

lynda W.

Ben has looked after our finances for over 20 years, more recently assisted by Hannah. We have always felt confident with decisions and recommendations put forward by Portland. We wouldn’t hesitate to recommend Portland.

Carol P. (.

PFP have provided my mother and myself with financial advice over the last 20 years. Ben and Hannah have felt more than financial advisers to us - testament to their thoughtfulness, friendship and care towards us. After losing mum, thank you to Hannah for helping me through challenging times with invaluable advice on future financial planning. Many thanks to all the team at Portland

Fiona C.

Hannah has been so helpful with how to manage my pensions, think about future retirement plans and financial advice as I move house to downsize. I am not confident dealing with these areas but Hannah’s kind and pragmatic approach means that I feel positive about my future financial security. I know that I can always come back and check any further details with her. Hannah makes financial planning a whole lot less daunting - thank you.

Steve S.

Ben has been our financial advisor for over 30 years and his professional and friendly guidance has proven extremely valuable as our family has grown up and our financial priorities have consequently evolved.

Now with Hannah fully on board, we feel lucky to have 'the team' at PFP supporting us in our retirement and working with our grown up kids to help ensure they have a secure financial future for their young families in an increasingly volatile world.

Michael C.

I’ve known Ben Walters for 30 years and he and his family have helped me since 1992 to manage my investments and accounts. Having worked for some major companies including Marconi (as an electronic apprentice), Linotype and EMI I decided to become self employed and to set up my own consulting company, Garland & Associates. Work centred on computer software design, provision of video test equipment plus bespoke video editing systems.

During this period it was essential to have my finances and investments monitored and Ben has done a great job in ensuring the best choices were made and that the accounts prospered. Despite the inevitable ups and downs of the market Ben has skilfully managed my portfolio.

I am delighted to recommend Ben and Portland Financial Planning Ltd. I have had the bonus of a very competent advisor who is a friend as well.

Geopathic P. D.

I went to Ben & Hannah to facilitate a drawdown for a small additional pension. I found them to both be exceptionally helpful, understanding & professional, putting me on a path to make the most of my finances & secure planning for the future. I would Highly recommend & will definitely be using their service again. M. Wood .. Shrewsbury.

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We have been using Ben & Hannah’s financial knowledge for quite a few years. The advice they have provided to us has always been safe and secure.

BARRY S.

Highly recommended company, run by father and daughter, Ben, Hannah and a great admin team. Very professional and lovely people, always responsive in respect to communication. 5 star set up 😊