Portia Roberts

What do you do?

As a paraplanner, I research and provide tailored solutions along with Jaskarn and the team to ensure that clients get the financial advice that is in line with their lifestyle and personal needs.

 

Why do you do it?

I am passionate about providing personalised financial solutions and being part of a smaller team, means I have direct influence in making that happen. In my career to date, I have worked in diverse areas such as builders’ merchants, mortgage and new business and personal banking services, but they were never as personally tailored as what Investor Profile offers its clients. Knowing that we provide a truly personal service that is uniquely tailored to make the best of our clients' finances is what drives my love for what I do.

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What do you do outside of work?

Having recently graduated from university (BSc Hons Banking and Financial Planning Practice) I find myself reigniting my passions for music and netball, country walks (with my dogs), and being anywhere near the water or just outside. As a mum of two girls, I am immersed in my children and their activities and love to play as hard as I work, (building dens and playing queens and princesses) bringing out the inner child me.

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I am passionate about my community, volunteering and making the world a better place for all. I started the women’s netball team in our village and volunteer over holidays coaching netball to young children.

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Get in touch with Portia: portia@investorprofile.co.uk or 01604 211234