INDEPENDENT FINANCIAL ADVICE
Welcome
Here at Porters Financial Ltd we believe that it is important for our clients to understand the different aspects of financial planning, the benefits and considerations, any taxation implications and the processes needed for them to achieve their goals. We feel that by providing practical financial advice in a friendly but professional manner to private clients and small business owners, we enable our clients to make informed decisions about their finances.
Based in St Leonards on Sea, East Sussex, we offer independent, whole of market advice across a wide range of financial services including mortgages, equity release mortgages, pensions, investments, Inheritance Tax planning, Life and Critical Illness protection, General Insurance and Long-Term Care products.
The team have years of experience to enable us to advise you in the best possible way to plan for your future by ensuring that you are either making money or saving money in the most efficient manner.
The first step is to establish your requirements so that we can research the options available to you. Once we have completed our research, we will present you with our findings and make our recommendations. We will then handle the entire application process for you keeping you updated at each stage.
We feel that it is so important for us to provide a holistic approach to financial planning, ensuring that we have covered every need for our clients. We have access to other professionals such as solicitors, accountants and Will Writing experts. We will happily make introductions to you if we feel you should address other areas of financial planning that falls outside our remit.
So whether you are buying your first home or investing for the future, we look forward to being part of the process for you and assisting you for years to come.
INVESTMENTS
PENSIONS
RETIREMENT
MORTGAGES
INSURANCE & PROTECTION
EQUITY RELEASE & LIFETIME MORTGAGES
REGULATORY STATEMENT & JURISDICTION
Porters Financial Ltd is authorised and regulated by the Financial Conduct Authority no. 951388. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
Porters Financial Ltd is entered on the Financial Services Register
https://register.fca.org.uk/ under reference 951388
COMPLAINTS
In the unlikely event that you should wish to register a complaint, please write to Complaints Department, Porters Financial Ltd, Innovation Centre, Highfield Drive, St Leonards on Sea, East Sussex, TN38 9UH or telephone 01424 619999.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.
Porters Financial Ltd is registered in England & Wales no. 13346810. Registered Office at 2 Upperton Gardens, Eastbourne, East Sussex, BN21 2AH.
Porters Financial Ltd is authorised and regulated by the Financial Conduct Authority no. 951388. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
Innovation Centre Highfield Dr, St Leonards, Hastings TN38 9UH
CONTACT US
Before you supply any personal details to us via this website please read our customer privacy notice information on our Privacy & Cookie Policy page.
This notice sets out how we will process your personal data in line with the General Data Protection Regulations. Once you have read the customer privacy notice, please tick to confirm that you have read it and that you agree to Porters Financial processing your personal information for the purpose of contacting you. We will not use the details you provide us in the contact page to market to you.
