Portal Financial Planning
Portal Financial Planning is an independent financial advisory firm based in Huddersfield, serving clients across Yorkshire. They provide financial planning services, covering aspects of financial advice including investments, retirement planning, and protection.
- Pensions
- Insurance
- Protection
- Retirement Planning
- Investments and Savings
- Inheritance Tax Planning
Locations
Competitors
Yiota Wilkinson Wealth Management Ltd specialises in providing bespoke face-to-face wealth management advice to individuals, businesses, and trustees.
Sandringham Financial Partners is a leading provider of financial advice in the UK, dedicated to helping clients achieve their financial goals through tailored advice and comprehensive planning.
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Portal Financial Planning is operated by Portal Financial Planning Limited and is a Active company incorporated on 1 March 2012 with the registered office located in Huddersfield, West Yorkshire. Portal Financial Planning Limited was registered 13 years ago.
Status
Active
Size
Micro
Directors
1
Age
13 years old
Employees
4
Turnover
Unreported
Total Assets
£175.4K
Cash in Bank
Unreported
Total Liabilities
-£101.71K