# Portland Financial Planning

Portland Financial Planning is an independent financial advisory firm based in Shrewsbury, serving mature and retired clients across Shropshire, Powys, Herefordshire and Staffordshire. Run by Ben Walters (DipFA MIFS) and Hannah Edwards (DipFA LIBF), the firm specialises in comprehensive financial planning tailored to the needs of older adults and retirees.

The company distinguishes itself through a family-run approach combined with professional expertise. Rather than offering generic solutions, they develop individualised strategies addressing the complexities of later-life finances. Their holistic planning encompasses multiple financial assets and considers clients' specific attitudes to risk and personal circumstances.

Portland Financial Planning covers the full spectrum of mature financial concerns: retirement income planning, investment and savings strategies, inheritance tax planning, long-term care options, and estate planning. This breadth allows them to address interconnected financial decisions rather than isolated issues.

Client testimonials highlight their accessibility and attentiveness. Clients consistently praise Ben and Hannah for their friendly approach, willingness to listen, and advice that reflects cautious, sensible financial principles. The fact that satisfied clients recommend them to their adult children demonstrates genuine trust across generations—a significant endorsement in financial services.

The firm's emphasis on honesty, professional knowledge, and personalised attention, combined with their deep understanding of retirement-specific challenges, makes them a trusted resource for older adults seeking to optimise their finances and protect their wealth for future generations.