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

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
  
 
      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.