Prospeo
Hero Section BackgroundHero Section Background
Portland Wealth Management

Portland Wealth Management Email Formats

Financial ServicesFlag of GBCardiff, Wales, United Kingdom1-10 Employees

Portland Wealth Management Email Formats

Portland Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@portlandwm.com), used 100% of the time.

FormatExamplePercentage
{first initial}
j@portlandwm.com
100%

Key Contact at Portland Wealth Management

Flag of GB

Amanda Corker

Director

Company overview

Headquarters50 Cathedral Road, Cardiff, Wales CF11 9, GB
Phone number+447101403
Website
NAICS52
SIC628
Keywords
Tax Advice, Retirement Planning, Life Insurance, Business Protection, Pension Advice, Inheritance Tax Planning, Income Protection, Corporate Pensions, Personal Financial Planning, Critical Illness Cover, Business Financial Planning, Planning For Long Term Care, Investment Advice & Management
Founded2007
Employees1-10

About Portland Wealth Management

Portland Wealth Management is a firm of Independent Financial Planners. Our team works with personal and corporate clients throughout the region and the UK, providing independent advice and recommendations. As a client we work closely with you, and where appropriate, your accountant and solicitor to develop a long-term relationship based on supporting you to achieve your financial goals and aspirations. Inevitably life changes, and so does legislation, so we conduct regular reviews to take account of changing priorities and circumstances. Our service covers financial advice designed to assist you with your personal and business financial planning including, investments, family and business protection, retirement planning and estate planning.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Portland Wealth Management has never raised funding before.

Portland Wealth Management Tech Stack

Discover the technologies and tools that power Portland Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

Google Maps

Google Maps

Maps

Tiny Slider

Tiny Slider

JavaScript libraries

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

PHP

PHP

Programming languages

Akismet

Akismet

WordPress plugins

WordPress

WordPress

Blogs

Frequently asked questions

Portland Wealth Management is located in Cardiff, Wales, GB.
You can reach Portland Wealth Management at +447101403.
Portland Wealth Management was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.
Portland Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles