Your pension. Made simple.

We will help you make the right decision about your pension, with advice that’s refreshingly frank.

Pension review: who are Portafina and what do they do?

3 easy steps,

from start to finish

3 Easy Steps : Understand

1. Understand

We learn about you, your finances and your plans for the future.
3 Easy Steps : Decision Time

2. Decide

We decide on our best advice. You then decide if it’s right for you.
3 Easy Steps : Sorted

3. Sorted

We will arrange everything for you with the minimum of fuss. Simple.
We look after over £1/2 billion for our clients
We are a Top 100 Financial Adviser
(FT Adviser 2018)

Full advice with
zero obligation

to pay us

We are
FCA regulated

and authorised

Our people

love to help other people

Outside of work we are customers, too. And as long as a company delivers at least what it promises the bit that really stands out for us is how we are treated.

Our service

is all about making it easy for clients

“Zero obligation” means exactly that when we say it. We will only charge you a fee if you like our advice and decide to follow it.

Our advisers

are all about the evidence

We make our decisions with the help of decades’ worth of proven scientific research because your savings are far too important to leave to chance.

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