Company Information

Get to know Portlethen Financial Services

Portlethen Financial Services is a firm of independent financial advisers (IFAs) dedicated to providing long-term, tailored financial planning for both individual and corporate clients. Based in Portlethen, Aberdeen, they pride themselves on offering unbiased advice to help clients achieve their financial goals. Their core services cover mortgages, pensions and retirement planning, investments, and various forms of insurance and protection. The company is authorised and regulated by the Financial Conduct Authority (FCA).

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Portlethen Financial Services

United Kingdom

Founded in

1996 (30 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.