Group Clients

The Portal Group was created with both Business-to-Business and Business-to-Consumer markets in mind, and between them the businesses within the Group deal with a wide variety of audiences, all of whom are looking for the best in financial service and advice.

Business to Consumer

A typical client can range from an office worker planning for their retirement to the High Net Worth Individual wishing to broaden their portfolio of funds and improve their returns.

Within the Group we can broker mortgages and loans, provide our own secured loans, help with investments, advise on and arrange pensions and more.

Business to Business

Our business-to-business clients are, if anything, even more diverse in their requirements. We provide services that range from support with funding to reclaiming capital tax allowances to a degree that most company owners wouldn't believe was possible.

Our expertise and focus on innovation in an unusually wide range of specialist financial areas means we can provide bespoke advice and solutions on an ad-hoc basis.