Clear Convenient Advice
The Portal Group of companies together with their selected worldwide partners specialise in providing a unique range of end-to-end financial solutions and investments opportunities for both professional advisors and their clients.
Contained within the Group are businesses and relevant expertise in Pensions, Funds, Investments, Loans, Mortgages, Tax Claims and many related areas.
Several of the businesses are the market leaders in their speciality, and the Portal Group has gained a deserved reputation for financial innovation.
The core directors of The Portal Group have been working together since 1990 and today their companies provide a unique set of business-to-business and business-to-consumer financial solutions.
Operating from their 7,000 sq. ft. riverside head offices in Rochester, Kent, and enjoying views over the famous Cathedral and Castle, their 100 full time staff provide a professional, efficient and friendly service which meets the highest regulatory and ethical standards.
Three of the four directors first came together in 1990 to establish Berkeley Jacobs Financial Services Ltd, a UK regulated IFA which they subsequently sold to the IFG Group Plc in November 2000. When sold, Berkeley Jacobs was one of the most profitable UK IFAs and had in excess of £100 million under management. The fourth director joined the Group from Ogilvy One in 2003.
Since that time the directors have become involved in direct property, investment and development both in the UK and Worldwide, and formed The Portal Group in 2003.
Please click here to visit the Portal Group Website
What our customers say
"I am very impressed with Portal Financial. They were efficient and informative and I would be more than happy to recommend them to anyone."
"The pension release product with Portal Financial allowed me to make a real difference to my life when it was needed."
"I am really impressed with the way you have dealt with things for me."
"The service I received was first class and there was no stress involved, because I was always made aware every step of the way. It was a pleasure to deal with Portal Financial and a real weight off my mind to get it all sorted quickly and efficiently"
"The staff were absolutely brilliant. If they said they’d ring you back, they always rang back on time and there was never any bother at all."
"I chose the Portal Financial product as the staff were very helpful and informative. At no time did I feel under any pressure to proceed. It was a very stress-free process."
"I was absolutely delighted to discover Portal Financial. Their service was excellent and I was really pleased to find a business that could help me so quickly and efficiently. I now feel my finances are much better balanced thanks to their good advice, and I would not hesitate to recommend them to a friend or member of my family."