PORTA WEALTH MANAGEMENT - Key Persons


Aaron Crossman

Job Titles:
  • Financial Adviser
"Aaron is a dedicated financial adviser who has significant knowledge in his area of expertise. Great communicator and always helpful whenever needed. Has a good network basis with contacts that can help with all varying financial needs one may have. All with the most friendliest approaches taking away any stress for the client and always keen to find a solution".

Amir Ansari

Job Titles:
  • Paraplanner

Caitlin Hulsman

Job Titles:
  • Trainee Paraplanner

Colm Murphy

Job Titles:
  • Financial Adviser

George McCrossan

Job Titles:
  • Partner

James McPartland - CEO

Job Titles:
  • Financial Advisor
  • Managing Partner

Joseph Rose

Job Titles:
  • Trainee Paraplanner

Leanne Harris

Job Titles:
  • Operations Manager

Nick Marshall - CEO

Job Titles:
  • Managing Partner

Rob Jackson - CEO

Job Titles:
  • Managing Partner

Rob Mansfield

Job Titles:
  • Financial Adviser

Tom Cunniffe

Job Titles:
  • Paraplanner Manager

Tom Derbyshire

Job Titles:
  • Financial Adviser