Harry Portlock - Adviser at John Williams

Harry Portlock - Adviser at John Williams I’m a Chartered Financial Planner at St. I focus on building trusted client relationships and achieving long-term financial goals.

James’s Place, providing holistic, tailored advice on investment and retirement planning, protection, and estate planning.

Having a structured financial plan isn’t just about preparing for the future, it’s about understanding where you are tod...
20/11/2025

Having a structured financial plan isn’t just about preparing for the future, it’s about understanding where you are today and making intentional choices that move you toward your goals.

John Williams is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 17/11/2025

11/11/2025

💡Do you know where all your old workplace pensions are? Many quietly sit in the background, forgotten about. A review could make a big difference to your retirement plans.

👉 Get in touch if you’d like a clearer picture of your pension and the income it could provide.

The value of your investment can go down as well as up. You could get back less than you invested.

John Williams is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 15/09/2025

💡 Self-employed? Here’s a thought…If you couldn’t work tomorrow, how long would your savings cover the bills?Unlike empl...
06/10/2025

💡 Self-employed? Here’s a thought…

If you couldn’t work tomorrow, how long would your savings cover the bills?

Unlike employees, the self-employed have to rely on statutory sick pay, which means no safety net if illness or injury stops you working.

👉 Without income protection, life cover, or mortgage protection, you and your family could face real financial pressure.

A quick protection health check could give you peace of mind and keep your plans on track.

📩 Get in touch if you’d like to explore your options.

John Williams is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 15/09/2025

01/10/2025

🌱 Investing for your children’s future

Childhood flies by, and before long big milestones arrive: learning to drive, university, travelling, or even buying that first home. Each of these moments can be made easier with a little forward planning.

By setting aside regular amounts throughout their childhood, you can build a fund that helps them take those important next steps with confidence.💡

👉 If you’d like to explore how regular investing could give your children a head start, let’s chat.

The value of your investment can go down as well as up. You could get back less than you invested.

John Williams is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 15/09/2025

25/09/2025

💭 Reviewing your finances can feel daunting…

But often, it’s simpler than you think. A quick financial health check can highlight what’s working well, where improvements can be made, and most importantly, give you peace of mind. ✨

👉 If you’d like a simple review to take the weight off your shoulders, let’s start the conversation today.

John Williams is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 15/09/2025

25/09/2025

John Williams is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 25/09/2025

Address

2 Lamb Close
Hungerford
RG170QE

Telephone

+447719649259

Website

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