Porta Wealth Management LLP
Porta Wealth Management LLP offers financial advice to assist clients in growing, protecting, and managing their wealth. They provide financial planning tailored to individual goals and circumstances.
- Investment advice
- Retirement planning
- Bespoke financial planning
- Wealth management services
- Financial strategy sessions
Locations
Digital Popularity
Social Media
LinkedIn470 Followers
Competitors
Whitley Asset Management is a privately owned wealth management firm that specialises in designing and taking overall responsibility for the investment strategy of its clients.
OneWealth Ltd is a financial advisory firm that focuses on helping clients achieve their financial goals through personalised wealth management services.
Company Details
Porta Wealth Management LLP is operated by Porta Wealth Management LLP and is a Active company incorporated on 30 December 2013 with the registered office located in Crawley, West Sussex. Porta Wealth Management LLP was registered 11 years ago.
Status
Active
Size
Micro
Directors
5
Age
11 years old
Employees
10
Turnover
Unreported
Total Assets
£1.25M
Cash in Bank
£54.96K
Total Liabilities
-£23.44K
Teams
10
5
5
4
3
Partner • Joined Jan 2023
Managing Partner • Joined Feb 2014
Managing Partner • Joined Jan 2014
Managing Partner • Joined Jan 2014
Associate • Joined May 2024
Client Account Administrator • Joined Nov 2023
Client Services Associate • Joined Oct 2023
Financial Advisor • Joined Jan 2022
Financial Adviser • Joined Jul 2022
Paraplanner • Joined Jan 2024
Partner • Joined Jan 2023
Associate • Joined May 2024
Financial Advisor • Joined Jan 2022
Financial Adviser • Joined Jul 2022
Paraplanner • Joined Jan 2024
Partner • Joined Jan 2023
Managing Partner • Joined Feb 2014
Managing Partner • Joined Jan 2014
Managing Partner • Joined Jan 2014
Associate • Joined May 2024
Client Account Administrator • Joined Nov 2023
Financial Advisor • Joined Jan 2022
Financial Adviser • Joined Jul 2022
Paraplanner • Joined Jan 2024
Client Account Administrator • Joined Nov 2023
Client Services Associate • Joined Oct 2023
Financial Adviser • Joined Jul 2022