PortfolioFX investment provides an excellent service, be it on a business or on a personal level. I have found the company’s advice regarding investment opportunities particularly helpful – everything is explained fully, no matter how complex the subject. I am pleased to see the results in comparison to the experiences one reads or hears about in the media.
Dupont is our third financial adviser, and a huge improvement on the others in terms of advice and commitment. He is pro-active where the others were not, and has made us focus on our plans for retirement – a huge achievement! He intends to make his business grow here in the Borders, rather than re-locate to the city, and that makes this company additionally attractive to us.
We have been with PortfolioFX investment now for three years. The team have made an effort to get to know us and so the service we receive feels very personal. It has helped us to focus on what we want out of life and is helping us realise our plans. The peace of mind we have from knowing our finances are being so well managed is priceless.
The investment plan is sensitive to our needs and wishes. The trade manager was able to clarify our investment portfolio by clear explanations and visual charts which helped us to understand better. He is always very professional and always shows interest in our family life which adds a personal touch. Staff are always welcoming. I would not hesitate in recommending this platform.
Like many people, I spend the majority of my time planning for my business, but pay little or no attention to my own finances. PortfolioFX investment has developed a personal plan for me that allows me to take much greater control of my financial affairs, and plan for the future. Everything now makes much more sense, and I only wish I had got in touch with PortfolioFX investment sooner!
Since investing with PortfolioFX, we have worked together to get a clear understandable plan for our future which gives us confidence and security knowing what kind of lifestyle we can lead. In addition we have seen gains in our portfolio in a short space of time which is a reassuring indicator. Our meetings are consultative and personal with all decisions made after full discussion and clear explanation.
Through in-depth discussion Delgado encourages us to regularly focus on our goals in life and then to financially plan with us to reach our aims. This approach fully integrates life plans and the financial plans and makes very good sense. He simplifies a complex subject keeping us well informed of the latest changes and adjusting our mindset to suit the current legislation. PortfolioFX investment is very client centred and professional and we would happily recommend their services to others.
PortfolioFX investment understands the anxieties that come with investing and at each meeting manages to reassure the client so that they leave feeling positive about the future.
Cesaro (manager) makes you feel important and gives you the info you need at the level you can understand. Sound advice even if it is not what you expected.
Very friendly staff, everyone is efficient, polite and knowledgeable and go that little bit further than others. The little things that make a big difference are what you notice
Since investing with PortfolioFX investment we have worked together to get a clear understandable plan for our future which gives us confidence and security knowing what kind of lifestyle we can lead. In addition we have seen gains in our portfolio in a short space of time which is a reassuring indicator. Our meetings are consultative and personal with all decisions made after full discussion and clear explanation.
In an era in which we no longer have a personal relationship with our bank managers or lawyers, we greatly value the interest that Patrick Dupont takes in our lives and our ambitions, and the way he uses that information to shape his advice and support.
It is good to have financial check-ups and PortfolioFX investment have all the tools and resources to do this in a very professional yet friendly way. Wendy provides an independent focus on your priorities in the light of changing circumstances and legislation. I have always found her service excellent and recommend her wholeheartedly.