What level of support is right for you?
Whatever your financial position, we can explore options to help your wealth support future goals.
How much is enough?
Understanding your financial position
At Portcullis, we work with clients who have at least £50,000 in pensions, savings, or investments.
For clients seeking flexible, ad hoc support, our Foundry Service provides guidance, portfolio updates, and administrative assistance on a pay-as-you-go basis. This allows you to bring in support for specific decisions, without committing to an ongoing service.
Clients with more complex or structured needs benefit from our Guild Service, offering annual reviews, cashflow forecasting, and proactive tax planning to keep long-term goals on track.
For those with multiple arrangements or evolving priorities, our Sovereign Service provides comprehensive planning, including home visits, estate planning, collaboration with professional advisers, and integrated management of family assets.
Support shaped around you
Our services
Every client’s needs are different. Our service levels offer clear structure, steady support, and transparent fees to help you plan with certainty.
The Foundry Service suits clients with under £50,000 in assets who need occasional advice without ongoing fees. It offers pay-as-you-go access to administrative help, portfolio updates, and specific financial guidance when required. Ideal for emerging investors or self-directed savers wanting clarity during key decisions.
The Guild Service is designed to give you regular oversight and structured financial planning. With annual reviews, income monitoring, cashflow forecasting, and proactive tax planning, it supports more complex needs. Administration is included, and planning stays aligned with the Centralised Investment Proposition, with additional work available when required.
The Sovereign Service supports clients with multiple financial arrangements and evolving priorities. Alongside frequent reviews, it includes home visits, estate planning, collaboration with other professionals, and access to specialist strategies. Family assets can be combined for fee benefits, offering joined-up planning and deeper ongoing support.
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
