Business Details
34 Years
experience
Trusted Financial Advisers for Retirement Planning
Established in 1992, Portland Financial Planning is a family-run independent financial advisory firm based in Shrewsbury. We specialize in providing tailored financial solutions for mature and retired clients across Shropshire, Powys, Herefordshire, and Staffordshire. Our team combines decades of industry experience with a deep understanding of the unique financial challenges faced by older clients. We prioritise holistic retirement planning, inheritance tax mitigation, and long-term care strategies, ensuring clients retain control over their financial futures.Our approach integrates empathy with technical expertise, supported by ongoing client education and transparent communication. We hold the Level 4 Diploma in Financial Services and are authorized and regulated by the Financial Conduct Authority. Our commitment to client-centric service has earned us longstanding relationships and multi-generational trust within our community.
Services
Retirement Advice
Later Life Planning
Long Term Care Planning
Inheritance Tax Planning
Sustainable Investing
Details
- Year established: 1992
Highlights and features
- We are independent financial advisers with 30+ years' experience in retirement planning
- Our team includes specialists in long-term care and inheritance tax mitigation
- We provide individually tailored advice for clients in Shropshire and surrounding counties
- We combine financial expertise with empathy developed through decades of working with older clients
- Our services are supported by ongoing client education and transparent communication
Associations and certifications
- Financial Conduct Authority
What people say
Friendly and open
Exemplary and made much sense
Genuine interest in assisting
Honest and up front
Professional but caring
Services
Retirement Advice
Our retirement advice helps clients navigate post-2015 pension freedoms through holistic planning. We consider all financial assets including property and ISAs to create tax-efficient income strategies. With 30+ years' experience, we help clients build sustainable retirement plans that extend beyond traditional pension management.
Inheritance Tax Planning
We specialise in reducing inheritance tax liabilities through strategic planning. Our services include will creation, trust establishment, and business property relief strategies. We work with clients to protect up to 1,000,000 in assets for beneficiaries while ensuring compliance with current tax regulations.
Long Term Care Planning
Our long-term care planning addresses funding options for home or residential care. We advise on equity release, care fee annuities, and asset protection strategies. We help clients navigate local authority funding criteria while maintaining financial security for both current and future care needs.
Later Life Planning
We provide comprehensive financial strategies for clients aged 65+. Our services include care home funding options, intergenerational wealth transfer, and tax-efficient income solutions. We work closely with families and legal professionals to implement plans that protect assets while maintaining quality of life.
Sustainable Investing
Our sustainable investment service focuses on ESG (Environmental, Social, Governance) principles. We help clients build portfolios that align with their values while maintaining financial returns. We provide education on sustainable fund options and monitor investments to ensure ongoing alignment with client objectives.
People
Ben Walters
Director
Ben has worked in financial services since 1975 and established Portland Financial Planning in 1992. He holds the Level 4 Diploma in Financial Services and specialises in retirement and long-term care planning. He brings personal experience from managing his mother's care needs.
Hannah Edwards
Financial Adviser
Hannah joined the business in 2016 after 18 years as an NHS nurse specialising in cardiology and elderly care. She combines medical sector experience with financial expertise to provide empathetic client advice focused on later life planning.
Bryony Walters
Financial Administrator
Bryony has supported Portland Financial Planning since 2002. She manages day-to-day operations and client communications, ensuring smooth service delivery across all advisory services while maintaining the company's organisational integrity.
Questions
What financial planning services do you offer for retirees?
We specialise in retirement planning, inheritance tax mitigation, long-term care funding, and later life financial strategies tailored to individual circumstances.
How do you differ from high-street financial advisers?
We provide independent, family-run service with specialist expertise in mature client needs, combining financial knowledge with personal experience in elderly care matters.
What areas do you cover?
We serve clients across Shropshire, Powys, Herefordshire, and Staffordshire from our Shrewsbury base.
How are your services charged?
We provide transparent fee structures with no hidden charges. Specific costs depend on the complexity of your financial situation and required services.
Can you help with sustainable investment options?
Yes, we offer ESG-compliant investment strategies that align with both financial goals and ethical considerations.
How do you handle client reviews and updates?
We conduct regular reviews of your financial plan and investments, maintaining ongoing communication to adapt to changing circumstances or regulations.
