Simon Porter
Porter & Company (IFA) lTD
0330 038 8939
Based in Dorking
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2024
5 out of 5
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FCA Regulated
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 05 April 2025
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Simon has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 16 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Simon has not yet added their qualifications to their profile
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Simon has not yet added their qualifications to their profile
Transparent Fees
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Simon has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 05 April 2025
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Simon has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 16 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Simon has not yet added their qualifications to their profile
Qualifications not yet added
Simon has not yet added their qualifications to their profile
Transparent Fees
Simon has not yet added their fees to their profile
Fees not yet added
Simon has not yet added their fees to their profile
Simon spent many years working in the stockmarket, both here in the U.K. and America before retraining to become a Financial Adviser. He focuses on building long-term relationships with his clients and practices Holistic Financial Planning. Simon will spend enough time with you as is required to firmly establish your financial goals & objectives before moving forward and recommending a suitable financial plan. Simon holds the Diploma in Financial Planning from the Chartered Insurance Institute (C.I.I.) Is a member of the Personal Finance Society (PFS) and an Associate of the Chartered Institute for Securities & Investments (C.I.S.I.) When not working he enjoys spending quality time with his family, planning mountaineering trips and running to keep fit. To date he has run both the London and New York marathons.
Offers available through VouchedFor
Contact Simon through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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