Our history
Growing through real relationships, earned experience, and a commitment to thoughtful financial planning.
Trusted time and time again
We’re people-first, and always have been
Portcullis Financial Planning was founded with a single intention: to offer thoughtful, independent financial advice rooted in real relationships. From the outset, our focus has been to understand people properly, not simply manage their money.
We have grown carefully, guided by client needs rather than expansion for expansion’s sake. Many of our relationships span years, reflecting the important role of continuity, familiarity, and adviser consistency through different life stages.
Today, we remain proudly independent, combining experience gained over decades with a measured approach to financial planning. We continue to evolve, while staying true to the principles that formed us: personal advice, careful judgement, and doing the right thing for clients, year after year.
Honest feedback from grateful clients
What clients say
of clients agree that working with us has helped them achieve their financial goals
of clients are satisfied with our ability to understand their financial needs and objectives
of clients agree that our advisers are proactive regarding their financial planning
