We're Portia Financial Solutions — a whole of market mortgage and protection specialist with a simple mission: to make home finance feel straightforward, personal and stress-free.
Portia Financial Solutions was founded on a belief that everyone deserves expert, honest financial advice — not just those with complex portfolios or large incomes. We wanted to create something different: a firm that combines the breadth of a whole of market adviser with the warmth and personal touch of a trusted local expert.
With bases in Windsor, Berkshire and North Devon, we serve clients across the South and South West — whether that's face to face, over the phone, or via video call. However you prefer to work, we work around you.
We're authorised and regulated by the Financial Conduct Authority, and we're committed to providing advice that is genuinely in your best interests — every time.
GET IN TOUCHWe are not tied to any lender or provider. Our whole of market access means we can search thousands of products to find the best fit for you — not what earns us the most commission.
Every client is different. We take the time to understand your individual situation, goals and priorities before we make any recommendation. You'll always speak to a real person who knows your case.
We build relationships, not transactions. Many of our clients come back to us time and again — and recommend us to their family and friends. That trust is something we work hard to earn and keep.
From your first enquiry to your final completion — and beyond — we're here to support you. We manage the process, communicate clearly and make sure nothing gets missed.
We operate from two bases, serving clients locally and nationally. Wherever you are, we can help.
Our Windsor base serves clients across Berkshire, Surrey, and the wider Home Counties. Conveniently located and easily accessible, we work with clients locally and across the South East.
Our North Devon base serves clients across Devon and the wider South West. We understand the regional property market and can offer advice tailored to buyers and owners in this beautiful part of England.
Portia Financial Solutions is authorised and regulated by the Financial Conduct Authority. Your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice. The actual amount you pay will depend upon your circumstances. The fee is up to 1% but a typical fee is 0.3% of the amount borrowed.