Welcome to Altorfer – the home of sound financial planning and discretionary portfolio management.

Our staff of thirteen have over 275 years of experience in the world of finance. As a group we are amongst the most well qualified, across a broad range of financial skills, of any financial advice company in the UK.

Our skill, combined with our considerable financial resources, has earned us the rare authorisation from the Financial Conduct Authority to engage in discretionary portfolio management. Total financial assets on which we advise are in the region of £263.5m (as at 31st December 2023).

We aim to create a stable long-term relationship with our clients, to help them maximise their financial resources and enable them to achieve their lifetime aspirations.