Michael and Susan

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

Sue

My name is Sue Williams, and I’m here with my husband, Michael. We’ve been clients of Portcullis for more years than I care to remember, but Robert Blount has been our financial advisor for the last three or four years.

I had some lump sums of cash to invest, particularly a redundancy payment, and although I considered trying to find investments myself, it seemed to me that I didn’t have the expertise and breadth of knowledge that was required in order to make the best of that investment.

Mike

My firm’s pension was managed by Jonathan Thompson of Portcullis Financial Planning. When Jonathan retired, Portcullis moved over to the control of Robert Blount, and we moved along with that. We’ve been very satisfied ever since.

Sue

I get on with Robert, as I did with Jonathan. He’s someone who is objective and direct, and I feel confident in his professional competence.

Mike

It’s pleasant working with Portcullis and I think that Robert goes to a lot of trouble to help you as a client as much as he can.

Sue

Working with Robert over the last four years, I feel quite confident about my future. I think he will help me make the right decisions about things like the management of risk in my portfolio. I’m getting older now, and so my financial requirements are changing, and I think he will help me navigate that in the way he structures my investments.

Mike

His advice and help transformed my pension into a very hard-working, self-invested pension plan. In other words, from a straightforward pension, he turned it into an investment tour, which I had not thought of before.

Sue

As to whether I would recommend Portcullis and Robert, the answer is certainly yes, because I think he’s someone who is approachable, doesn’t blind you with science, is prepared to take time to explain things to you, and he really strives to help you make the right decisions.

Honest feedback from grateful clients

What clients say

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

Eric

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

Steve

"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.

Michael and Susan

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

Sue

Mike

Sue

Mike

Sue

Mike

Sue

Honest feedback from grateful clients

What clients say

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

Eric

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

Steve

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

Stephen and Sue

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