Portus Wealth Ltd

Portus Wealth Ltd is a financial planning business that offers financial advice for individuals, businesses, and trusts on investments, savings, retirement planning, and non-investment insurance.
  • Pensions
  • Protection Planning
  • Savings & Investments
  • Investment and Retirement Planning
  • Estate and Inheritance Tax Planning

Size
Small
Phone
01577 869189
Email
Available in Endole App
Locations
14 High St, KY13 8AN
01577869189
Digital Popularity
Social Media
Competitors
Shand & Burns Financial Ltd
Shand & Burns Financial Ltd is a financial advisory firm that focuses on helping clients plan for their future by understanding their unique journeys and aspirations.
Company Details
Portus Wealth Ltd is operated by Portus Wealth Limited and is a Active company incorporated on 30 March 2015 with the registered office located in Kinross, Perth and Kinross. Portus Wealth Limited was registered 10 years ago.

Status
Active
Size
Micro
Directors
1
Age
10 years old
Employees
5
Turnover
Unreported
Total Assets
£135.97K
Cash in Bank
Unreported
Total Liabilities
-£54.44K

Director • PSC • Financial Consultant • British • Lives in Scotland • Born in Apr 1977
Teams
All
2
Wealth Management
1
Other
1
Finnancial Planner • Joined Sep 2019
Chartered Financial Planner • Joined Jan 2016
Chartered Financial Planner • Joined Jan 2016
Finnancial Planner • Joined Sep 2019