Porters Financial Limited

08/10/2026

📊 Self-employed? Don’t leave your tax return until the last minute!

Getting your tax return prepared early can save you unnecessary stress and give you a clearer picture of your income and tax position.

It can also be particularly helpful if you’re thinking about applying for a mortgage or remortgaging, as lenders may ask for your latest tax calculations, tax year overviews or accounts when assessing your income.

Getting organised early means your figures and paperwork are ready when you need them — helping to make the mortgage process that little bit smoother.

A little preparation now could save a lot of rushing later! 💙

05/10/2026

💙 5 Reasons the Porters Team Love Being Your Financial Advisers

1. We get to be part of your journey 🏡
From buying your first home to planning for retirement, we love being there for the big milestones — and everything in between.

2. We make the complicated feel simpler 💡
Mortgages, pensions, investments and protection can sometimes feel overwhelming. We love helping you understand your options and feel more confident about your finances.

3. No two clients are the same 👥
Everyone has different goals, circumstances and priorities. That’s what keeps our job interesting — finding solutions that are right for you.

4. We build relationships, not just financial plans 🤝
For us, it’s not about helping you once and disappearing. We love getting to know our clients, their families and their plans for the future — and being there as life changes.

5. Nothing beats good news! 🎉
A mortgage offer arriving, the keys to a new home, helping someone prepare for retirement or putting protection in place for a family — celebrating those moments with our clients is one of the best parts of what we do.

That’s why we love what we do at Porters Financial. 💙

Friendly, personal financial advice, with a team that’s here for you throughout life’s different stages.

02/10/2026

🏡 It's completion day for L & A today!!

Congratulations on purchasing your new home - we hope that you will both be very happy! We are so excited for you to start your new chapter!

Thank you for choosing us to look after you both! 💙

01/10/2026

🍂 Hello October! 🍂

A new month is a great time to get organised — and that includes your finances.

Whether you have pensions from previous employers, investments you haven’t reviewed for a while, or retirement is starting to appear on the horizon, now could be the perfect time to take stock.

Getting everything in order can give you a clearer picture of where you are today and help you plan for where you’d like to be tomorrow.

🐾 Betty & Reg’s October advice: don’t leave your pensions gathering dust with the autumn leaves! 🍁

Get organised. Know what you have. Plan for your future.

“Porters Financial Limited is authorised and regulated by the Financial Conduct Authority under reference 951388”

30/09/2026

🏡 One of our lovely clients is completing today and collecting the keys to her brand new house! We are so happy for you & grateful that you chose us to arrange your mortgage!

Congratulations from all of us - we hope you'll be very happy in your new home! 💙

29/09/2026

There have been celebrations in the office today as we heard the news that some of our longest standing clients have paid their mortgage off!!

Congratulations - what a fantastic feeling! 🙌🪅🕺🏼

28/09/2026

Have we got your attention about organising your pensions yet 😜

Retirement may feel a long way off, but getting your pensions organised sooner can make all the difference.

Bringing your pensions together and reviewing your investments before you reach retirement can help you understand what you have, where it’s invested and whether you’re on track for the retirement you’re hoping for.

Don’t wait until retirement to think about your pensions — get organised today and give yourself time to plan for tomorrow.

Get in touch with our friendly team of professionals 💁‍♀️

“Porters Financial Limited is authorised and regulated by the Financial Conduct Authority under reference 951388”

23/09/2026

Did you know??

Its never too early or too late to talk about your Pensions.

Get in touch with us and let us see how we can help you...

Porters Financial Limited is authorised and regulated by the Financial Conduct Authority under reference 951388

22/09/2026

https://youtu.be/JS5hqBdp0XI?si=C0dr4WoXXKePfipe

Before you make an investment check the firm is authorised!

Porters Financial Limited is authorised and regulated by the Financial Conduct Authority under reference 951388

Use the FCA Firm Checker first to check a firm is authorised and ge...

21/09/2026

Pensions all over the place? Let’s bring them together and get your investments working towards one clear plan.

Take a look at what our lovely clients who have done this gave to say 👇

Consolidating pensions isn’t right for everyone, as you could lose valuable benefits or guarantees. We’ll review your existing plans before making any recommendation.

Porters Financial Limited is authorised and regulated by the Financial Conduct Authority under reference 951388.