For life’s financial milestones
You should feel free to plan for your future with clarity and confidence. Our role is to give you that freedom. We listen first, understand what you want your future to look like, and build a bespoke plan that brings it into sharp focus.
why choose us?
Your perspective guides our path
About you
Your situation, priorities, and goals are important to you, so it’s only right that they shape everything we do. While every client is unique, they typically fit into one of these four groups, helping us tailor our support to their distinct opportunities and specific milestones.
Financial plans with a personal touch
About us
Portcullis is an independent financial planning firm built on steady guidance, attentive care, and long-standing relationships. Our strength lies in giving dependable advice that meets you where you are and helps you get to where you want to be.
The people behind your plans
Meet the team
Honest feedback from grateful clients
What clients say
980%
of clients agree that working with us has helped them achieve their financial goals
980%
of clients are satisfied with our ability to understand their financial needs and objectives
980%
of clients agree that our advisers are proactive regarding their financial planning
Posted on Google 
Andrew Collinge
Trustindex verifies that the original source of the review is Google. excellent service. Very professional
Posted on Google
Colin Stratton
Trustindex verifies that the original source of the review is Google. Excellent, clearly presented advice with options always explained and discussed.
Posted on Google
Nige Brown
Trustindex verifies that the original source of the review is Google. We have been dealing with Robert for many years and have found him extremely efficient and is always available when we need advice. We get regular updates on our account and when we need anything the response is first class.
Posted on Google
Heather Marshall
Trustindex verifies that the original source of the review is Google. Have known Robert for many years and he has always given 100%. Would highly recommend their company for any investment advice needed.
Posted on Google
Peter Braithwaite
Trustindex verifies that the original source of the review is Google. We've relied on Portcullis to advise and manage our financial platform for a number of years, when Robert took over from Jonathan it was seamless. Dealing with Robert and Anna is more like chatting with friends than advisors. Needless to say, our platform is well managed and the teams advice is always spot on . As others have said, Portcullis aren't in the business of selling products but of efficiently managing our funds.
Posted on Google
Steve Burrows
Trustindex verifies that the original source of the review is Google. We have dealt with Rob for many years. He is trustworthy and we have found his advice good, measured and appropriate. We have always felt that he puts us first, not trying to sell us products we do not need.
Posted on Google
Daniel Lazar
Trustindex verifies that the original source of the review is Google. Robert and all at Portcullis have provided excellent service to us for quite a few years, always responsive, always polite, friendly and there when we need them. I'd recommend Robert and the team to anyone who has a few bob that needs looking after.
Posted on Google
Paul Street
Trustindex verifies that the original source of the review is Google. We have used the services of Robert Blount and Portcullis Financial Planning for nearly 8 years. We are very happy with the service and performance of our investment. I have no hesitation recommending this company.
Posted on Google
Val R
Trustindex verifies that the original source of the review is Google. Excellent advice. Individual and personal attention. Very friendly but professional service. Robert and Anna, genuinely take time to discuss all finance requirements with you and give options that suit your needs. A formal annual review is always offered but you are welcomed to get in touch at any time. Highly recommended.
