Portafina. Your kind of service?
Welcome to the hassle-free way to getting the most out of your savings, both now and in the future.
A different way of doing things
We speak like normal people
We have a frank, friendly approach and love plain English, which means you will always know exactly where you stand and how your savings are performing.
At a time that’s right for you
Our service is phone and correspondence based. So conversations happen at a time that suits you, rather than trying to squeeze in a home visit or a trip to someone else’s office.
Strength in numbers
The way we do things means that we can take on more clients and this puts us in a much stronger position to negotiate access to the best products out there.
No obligation check
With Portafina our initial investigation into your pension is free and in many cases we can continue to provide full financial advice with no obligation.
Meet the elephant in the room
If you have money invested in a pension or an ISA then that’s a great start. What you decide to do with these savings now can be the difference between just getting by and having the freedom to do exactly what you want to do in the future. At Portafina we think that’s a pretty big deal.
That is why it is so important to have a chat about your savings with a company you can trust.
More on what Portafina are about
love to help other people
Outside of work we are customers, too. And the bit that really stands out for us is how we are treated - as long as a company delivers at the very least what it promises, of course!
are all about the evidence
We make our decisions with the help of decades’ worth of proven scientific research. This is because your savings are far too important to leave to chance.
are transparent and tailored
We’ll make clear how our recommendation could benefit you. And any advice charges would be confirmed in writing before you have to make a decision to proceed.
A quick hello from a few of the team
Case Liaison Manager
Creative Marketing Manager
Customer Service Manager
Supporting charities, both locally and nationally, is very important to us. That’s why we are always happy to look silly or test our endurance levels to the limit, as long as it means more for those who really need it.
A simpler, hassle-free approach
By the time we changed our name to Portafina in 2016 over 11,000 people trusted us to look after more than £¼ billion of their savings. By February 2018 we were helping over 14,000 people and the pension savings we manage are now in excess of £½ billion. We are very proud of that.
And why did we change our name to Portafina? We just think it sounds better. More friendly. More us.
Find out how Barbara used her pension
Barbara wanted to take money from her pension to build a new home. We helped her to take tax-free cash and transferred her remaining savings into a new fund. Click the button to watch Barbara’s success story.
Stephen’s pension finished his documentary
Documentary-maker Stephen took money from his pension to complete “After ‘82”, a documentary exploring the history of the AIDS crisis in the UK. Click the button to watch Stephen’s success story.
Pension cash enabled Alan to clear debts
Alan had credit cards charging high rates of interest. Taking some tax-free cash from one of his pensions allowed Alan to clear the cards, and the rest remained invested for the future. Click the button to watch.
What if you have a problem?
We really hope that you are happy with our service, and we will try at all times to do the best we can for you. Sometimes things can go wrong despite everyone’s best efforts though and it is important for you to know that you still have a voice should this happen.
If you are unhappy about any aspect of our service then the first thing to do is to call us and let us know. We will take you seriously and if we can’t resolve the issue over the phone there and then we will dedicate a member of the team to stay in contact with you whilst we try and sort it.
If for some reason we cannot come to a resolution that you are happy with then you also have separate recourse to the Financial Ombudsman Service, who can independently look at the issue for you. www.financial-ombudsman.org.uk