The value of advice

It’s no exaggeration to say that great advice can change the trajectory of your life.

What financial advice really means

For your future freedom

It’s natural to question whether professional advice is worth the investment, especially if it’s not something you’ve considered before; the idea of a financial plan may sound extravagant, over-the-top, or unnecessary.

We promise that’s not the case. Tailored guidance can make an immeasurable difference to your financial future, but if you’re still unsure what the process looks like, we have broken down exactly what you get when you pay for our advice:

A personalised financial plan, created for your circumstances and explained clearly, so you understand every step.
Investment strategies designed to help you reach your goals, aligned with your risk preferences and long-term objectives.
Ongoing support and reviews, adjusting your plan as your life, goals, and priorities evolve.

Stronger outcomes, greater peace of mind

For your wealth and your wellbeing

Beyond all this, there are meaningful, measurable benefits that go far beyond the immediate advice process. Ultimately, great financial advice is:

Good for your wealth: It’s proven that the vast majority of clients see real value in working with a financial planner; around 82% of them believe they receive good value for money from their adviser, and almost all value adviser accessibility, especially during uncertain markets[1].
Good for your wellbeing: The majority of advised clients report improved wellbeing and increased peace of mind when managing their finances with professional support [2], showing that the right advice can help reduce stress, support long-term peace, and form a foundation for better financial decision-making in everyday life.
1. Scottish Widows Investor Confidence Barometer 2025
2. Research carried out 02.07.2025 – 07.07.2025 by Censuswide, with 2001 nationally representative consumers

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

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
  
 
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   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.