Portal Financial Management Limited

Mortgage broker · Conwy · incorporated 2007

  • Later life & equity release

Contact details published by the firm

01492 874216 Visit portalfinancialmanagement.com

Services mentioned on its website

When we checked portalfinancialmanagement.com on 2026-09-13, Portal Financial Management Limited mentioned later life & equity release. This comes from the firm's own pages, not from an assessment by us — confirm directly that it handles your situation.

Checking Portal Financial Management Limited on the FCA Register

Its website gives Firm Reference Number 472293. We haven't verified this with the FCA. Search FRN 472293 on the FCA Register →

Questions to ask Portal Financial Management Limited

  1. Can you recommend mortgages from the whole market, from a panel of lenders, or from a single lender?
  2. Do you charge a fee? If so, how much is it and when is it payable?
  3. Are you qualified to advise on equity release, and how would you involve my family in the decision?

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