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?

Frequently asked questions

Is Portal Financial Management Limited authorised by the FCA?

Portal Financial Management Limited's website gives Firm Reference Number 472293. We haven't checked this with the FCA ourselves, so search that number on the Financial Services Register to confirm the firm's current permissions before taking advice.

What types of mortgage does Portal Financial Management Limited mention?

On its own website, Portal Financial Management Limited mentions: Later life & equity release. Services change, so confirm directly that the firm handles your situation.

How do I contact Portal Financial Management Limited?

Portal Financial Management Limited's website is portalfinancialmanagement.com and it lists the phone number 01492 874216.

Does Portal Financial Management Limited only work with clients in Conwy?

Its registered office is in Conwy, but many brokers advise by phone or video and take clients from further afield. Ask the firm which areas it covers.

General information, not advice. Mortgage Brokers List is a directory, not a broker, and nothing here is a recommendation. Contact details and services come from the firm's own website; its identity was matched by the Companies House number shown there. Is this your firm? See how to request a correction or removal.