INDEPENDENT FINANCIAL ADVISORS
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.
If you’re looking for an Independent Financial Adviser that offers expert financial guidance and personalised solutions tailored to your unique needs, you’ve come to the right place. Our team of experienced professionals is dedicated to helping you navigate the complex world of finance and achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
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.
An Independent Financial Adviser is your trusted partner in financial planning. With years of experience in the financial services industry, the Porters Financial team is dedicated to providing you with the best possible advice to secure your future. Whether it’s making money or saving money, we ensure efficiency in every step. As your dedicated Financial Adviser, we start by understanding your unique needs and researching the best options available.
We discuss our recommendations and findings with you, and we handle the entire application process, keeping you informed at every stage. Our holistic approach goes beyond just financial planning. We have a network of professionals including solicitors, accountants, and Will Writing experts, ready to assist in any additional areas you may need. Whether you’re buying your first home or investing for the future, we are here to guide you through the process and support 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. "GDPR has been incorporated into the UK Data Protection Act. Following Brexit, the UK enacted the Data Protection Act 2018" (Source). 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.
