Your client journey

Using our clear, six-step process, we guide you through personalised financial planning tailored to your financial goals.

Initial meeting

Your journey begins with a friendly, no-obligation meeting, either by phone, online, or in person. We focus on understanding your current situation, aspirations, and any immediate concerns. This helps us determine how we can support you and whether our services are the right fit for your needs.

Fact-finding and risk profiling

We gather detailed information about your finances, lifestyle, and priorities through a fact-finder and risk profiling process. This step allows us to understand your unique circumstances, identify potential opportunities, and assess the level of risk you’re comfortable with, forming the foundation for a personalised financial plan.

Research and analysis

Our team reviews your financial data, evaluates investment options, and compares strategies to identify solutions aligned with your goals. This process includes careful analysis, liaising with you for clarification, and modelling different outcomes, ensuring that the recommendations we prepare are tailored, realistic, and achievable.

Recommendations and presentations

Clear, actionable recommendations are then presented to you, explaining each option in simple terms. You will understand how each suggestion aligns with your objectives, and we’ll answer all your questions. This stage is about ensuring you feel informed and empowered to make better decisions about your financial future.

Implementation

Once you approve your plan, we put it into action. This includes setting up investments, pensions, and other financial arrangements, as well as managing any associated administration. We coordinate with relevant parties to ensure a smooth, timely, and compliant implementation of your personalised financial strategy.

Ongoing reviews

Your circumstances and objectives may change over time. Through structured ongoing reviews, we reassess your plans, provide updates, and make adjustments as needed. This ensures your financial strategy remains aligned with your goals, giving you reassurance, continuity, and a long-term partnership with an adviser you can rely on.

We focus on clear, structured financial planning, independent advice, and ongoing suitability reviews. Our advice is tailored to your goals, attitude to risk, and long-term financial objectives.

Yes. Your initial consultation is free of charge and without obligation.

We provide financial planning and advice covering investments, pensions, retirement planning, inheritance planning, and protection.

Simple answers to your questions

FAQs

Have questions about working with us? Our FAQs provide clear, straightforward answers on our services, fees, and processes, helping you understand what to expect before taking the next step in your financial journey.

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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.