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Portfolio Planners is a privately owned firm specialising in private wealth management for successful people and their families.

Private Wealth Management Service

Our private wealth management service provides you with a sound intellectual framework for making intelligent decisions about money.

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Portfolio Planners' Plan2Succeed App

Innovative technology giving you the power to view all your finances at the click of a button, allowing you to stay in control and to make smarter life decisions

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For hints, tips and to be kept up to date with all things Portfolio Planners be sure to check out our Facebook & Twitter. Pop over via the link below for the latest news.

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Portfolio Planners Portfolio Planners @PortPlanners Investing is easy when markets are going up. But in rougher climates, it helps to have someone to watch your back. https://t.co/Q2tZZpA6lK 2 months ago
Portfolio Planners Portfolio Planners @PortPlanners A great financial advisor is as much as manager of your emotions as your money. https://t.co/F8ssPPCXDR 2 months ago
Portfolio Planners Portfolio Planners @PortPlanners Overcoming self-deception is possible. It's made easier if you understand these seven methods of self delusion. https://t.co/Ecy6Qr6wte 2 months ago
Portfolio Planners Portfolio Planners @PortPlanners The world is far from perfect, but is it as bad as the news headlines say? A new study provides some fascinating in… https://t.co/RVSINP0m3T 2 months ago
Portfolio Planners Portfolio Planners @PortPlanners If you believe the daily media, the world is going to hell in a handbasket. But the reality is rather different, ar… https://t.co/wchxyFQ9rD 2 months ago
Portfolio Planners Portfolio Planners @PortPlanners Dealing with negative news headlines is easier if you know how they’re made. Let’s deconstruct a few and find out. https://t.co/EXaQmjhhuI 2 months ago
Portfolio Planners Portfolio Planners @PortPlanners Everyone claims to have a failsafe market timing strategy. Here’s why you should be sceptical about all of them. https://t.co/lxKRApSg0X 2 months ago
Portfolio Planners Portfolio Planners @PortPlanners Why are economic and market forecasts so often wrong? Here are 10 of the most common reasons. https://t.co/Ge4DqafTpH 2 months ago
Portfolio Planners Portfolio Planners @PortPlanners What’s the difference between a fake expert and a real one? The former is focused on the sale, the latter on the so… https://t.co/f8dXbRMT81 2 months ago
Portfolio Planners Portfolio Planners @PortPlanners Narratives can create memorable stories, but they aren’t always an accurate picture of the world. Investors should… https://t.co/MiHz7wDqRo 2 months ago
Portfolio Planners Portfolio Planners @PortPlanners The media loves to ask gurus for financial market predictions. Problem is there’s little evidence they’re any bette… https://t.co/LGhxFFc7CS 2 months ago
Portfolio Planners Portfolio Planners @PortPlanners Market timing is hard. And it’s almost always counter-productive. The alternative is diversification. https://t.co/aR5oIjXfxF 2 months ago

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