ABOUT PORTSEA WEALTH
A considered approach to professional financial advice
Portsea Wealth was established to provide thoughtful, independent financial advice for individuals and families navigating complex financial decisions.
Independence
We are a fully independent, FCA‑authorised firm. Our advice is shaped solely by your circumstances and objectives - not by product bias or sales targets.
In an industry often dominated by products, terminology and short‑term narratives, our focus is deliberately different. We believe good financial planning should provide clarity, structure and long‑term confidence - allowing you to make decisions with understanding rather than urgency.
Portsea Wealth works best with clients who want a trusted adviser relationship built on continuity, discretion and careful thinking. Many of our clients are professionals, including lawyers, who value calm judgement and clear communication when dealing with financial complexity.
Clarity
We strip away jargon and unnecessary complication, providing advice that is clear, understandable and grounded in real outcomes.
Portsea Wealth exists to provide an alternative to the noise and over‑engineering that often characterises modern financial advice.
Patience
Wealth planning is about resilience and continuity. We focus on long‑term frameworks designed to endure across life stages and market cycles - not short‑term reactions.
Adrian Johnson
Founder & Independent Financial Planner
Adrian Johnson founded Portsea Wealth following more than three decades working across the financial sector, including investment management, consulting and executive leadership roles.
Adrian established Portsea Wealth to bridge the gap between complex financial regulation and real‑world decision‑making - helping clients understand not just what they should do, but why particular strategies make sense in the context of their wider lives.
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His approach is built on clarity and structure. Adrian believes financial planning should be a reassuring process, enabling clients to step back from complexity, focus on what matters most, and make decisions with confidence. By aligning strategy with personal values and long‑term goals, he helps clients create financial frameworks that support genuine peace of mind.
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Since transitioning into financial planning, Adrian has worked closely with a wide range of professionals - particularly lawyers, consultants, business owners and senior executives - supporting them through key decisions around pensions, investments, tax planning, risk management and legacy.
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His depth of experience within the financial system allows him to offer clients not only technical expertise, but context: an understanding of how markets, regulation and structures interact over time.
Professional qualifications
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DipPFS – Diploma in Regulated Financial Planning
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CertPFS (DM) – Certificate in Discretionary Investment Management
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IMC – Investment Management Certificate
Education
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University of Chicago Booth School of Business – MBA (Honours), Finance
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University of Melbourne – Bachelor of Commerce
Experience
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Over 30 years in financial services
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Previously worked at Duff & Phelps, BlueGold Capital Management, Thames River Capital and Permanent Wealth
Professional standards and regulation
Portsea Wealth is authorised and regulated by the Financial Conduct Authority (FCA). This means we operate within a rigorous regulatory framework designed to protect clients and ensure advice is suitable, transparent and accountable.
As an independent firm, we are bound to act in your best interests at all times - providing advice that is researched across the whole of the market and aligned to your long‑term objectives.