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 869189

About Chris

Chartered Financial Planner

I have over 20 years’ experience in 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.

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Jaffrey Weir

Tel: 01577 869189

About Jaffrey


I have over 30 years experience in financial services dealing with a variety of private & corporate clients.  As I move towards retirement, my role has changed to that of Consultant and I continue to enjoy building relationships with clients so that their financial needs and long term objectives can be met.

Barbara Cassels

About Barbara

Senior Paraplanner

I have worked in financial services since 2002 with roles in both Investment Management and Financial Planning.  I assist Chris and Jaffrey in providing a bespoke service that preserves a client’s wealth, while thinking ahead and taking their circumstances into consideration.

Lindsay Ballantyne

About Lindsay

Compliance Manager

I worked for over 6 years for the financial regulator (FCA) focussing on the supervision of small firms across the UK.  I also worked for KPMG providing regulatory services to larger financial firms and, latterly, I held the positions of CF10 (Compliance Officer) and CF11 (Anti Money Laundering Officer) for a pensions provider.

Want to know more?

Call us for a friendly chat on 01577 869189 or email: info@portuswealth.co.uk