Portal Financial Management Ltd
This firm operates as an appointed representative of Pi Financial Ltd. Its regulated business runs under their FCA authorisation, and they're legally responsible for what it does.
Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
Banks HouseTy Isa RoadLlandudnoGwyneddLL30 2PLUNITED KINGDOM- Phone
- +4401492874216
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
-
Alexander James Learmond
IRN AXL00829
- (2)Employed By (since 6 Oct 2025)
-
Craig Stewart Berry
IRN CXB00378
- (3)Employed By (since 11 Sep 2025)
-
David Alan Griffiths
IRN DAG00021
- (1)Employed By (11 Jan 2008 to 6 Jun 2008)
-
John Grierson Breakell
IRN JGB00033
- (6)Employed By (18 Sep 2007 to 25 Jun 2008)
-
Kenneth Jones
IRN KXJ00025
- (3)Employed By (3 Jan 2008 to 6 Jun 2008)
-
Michael Joseph Allen
IRN MJA00034
- (2)Employed By (4 Aug 2009 to 31 Jul 2010)
-
Robin Peter Dodd
IRN RPD01048
- (1)Employed By (since 13 Sep 2007)
-
Roy Watton
IRN RXW00047
- (5)Employed By (25 Oct 2007 to 6 Apr 2017)
-
Valerie Faye Mustill
IRN VFM00001
- (4)Employed By (6 Mar 2008 to 30 Jun 2009)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.