Eric

I finally feel sure that our success will keep supporting the family long into the future.

My name is Eric Collington, and my wife and I have been clients of Portcullis Financial Planning for approximately 15 years. Initially, Jonathan Thompson was our financial adviser, and then more recently, Robert Blount took over responsibility when the business was transferred to him.

The company that I was working for had success in drug discovery, and that success led to financial reward, and therefore, I was in a situation where I felt that I needed advice, because the amount involved was not insignificant, so that’s when I first took on an IFA.

My original IFA decided that she wanted a change of career and decided to sell the business to Jonathan Thompson at Portcullis. I transferred and struck up a good relationship with Jonathan, and in due course, he transferred the business to Robert Blount, and I believe I’ve got a good working relationship with Robert too.

The discussions over the years have been valuable from the point of view of being able to give me a better understanding of the fund performance management. Robert has shared detailed information on the funds in the portfolio, which has been something that, again, I’ve found very valuable.

We’re fortunate to be in a financial position to lead the lifestyle that we want, but nevertheless, in having a significant portfolio with Portcullis, I’m still very interested in trying to ensure that we maximise what we have, particularly with regards to see what opportunities there are to pass down some of that wealth to our children and grandchildren.

The best piece of advice has been for us to be very aware of what we want out of our finances going forward. To know what our planning needs and goals are.

I would recommend Portcullis, and I have done so in the past. The reason being that I think Robert is the kind of person who will put the client first, and he’ll always give guidance and expert opinion based upon the client’s needs.

Honest feedback from grateful clients

What clients say

It’s comforting to know my pension’s being managed by people I trust.

Steve

Robert helped us turn a daunting change into a confident new chapter.

Michael and Susan

"Rob’s known us for years, he understands what matters most, and that makes all the difference.”

Stephen and Sue

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.

Eric

I finally feel sure that our success will keep supporting the family long into the future.

Honest feedback from grateful clients

What clients say

It’s comforting to know my pension’s being managed by people I trust.

Steve

Robert helped us turn a daunting change into a confident new chapter.

Michael and Susan

"Rob’s known us for years, he understands what matters most, and that makes all the difference.”

Stephen and Sue

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