About Us

Portus Wealth Ltd is a financial planning business, focussed on helping you understand and plan for your financial future. We provide holistic financial advice for individuals, businesses and trusts on investments, savings, retirement planning and non-investment insurance (for example life assurance, private medical insurance, critical illness cover).

 

Chris Mackie

Tel: 01577 351023

About Chris

Chartered Financial Planner

I have over 20 years’ experience in the financial services dealing with a variety of often complex financial issues and opportunities.  I believe that financial advice should not be a one off event, rather an ongoing relationship which develops over time.  I try to provide my clients with high quality and personalised advice in a friendly and relaxed manner.

Image result for chartered financial planner

Linda Ballantyne

Tel: 01577 351023

About Linda

Client Manager

I have 30 years’ experience in the Financial Services Industry working in a variety of senior roles.  I am focused on providing a professional and friendly service through attention to detail and a genuine commitment to helping clients achieve their personal and financial goals.

Jaffrey Weir

Tel: 01577 351023

About Jaffrey

Financial Planner

I have over 25 years’ experience in financial services dealing with a variety of corporate and private clients.   In my role as Financial Planner, I enjoy building relationships and servicing the needs of my clients over the long term.  I get to know my client’s financial needs and objectives and this allows me to tailor and adapt their plan to changing circumstances.

Want to know more?

Call us for a friendly chat on 01577 351023 or email: info@portuswealth.co.uk