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

Your savings could be the key to a brighter, fun-filled future. That’s why at Portafina we make it as simple as possible for you to make the right decision now

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

Most people find thinking about their savings a drag. There are statements to find, projections to consider and potentially difficult questions to confront. The desire to put all of this off until another day is totally understandable. Doing so, though, could have serious repercussions.

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

You should demand the very best for you and your savings. We will.

Our people

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!

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Our advisers

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.

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Our fees

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.

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Portafina people...

A quick hello from a few of the team

Milena Kovarova

Case Liaison Manager

Milena, Portafina Staff
“As well as making sure our departments get the right information when they need it, my team spends a lot of time each day talking with clients. This is the bit I enjoy the most because for me it makes what we do come to life – helping people to get the most out of their savings.”

Steph Coole

Creative Marketing Manager

Steph Coole, Portafina Staff
“Let’s be frank. Pensions can be very technical and very dull! And the way some financial companies communicate with people does nothing to challenge this. Yet, a properly managed pension can make a huge difference to someone’s life. So, my job is to make sure we ditch the stiff-collar gobbledygook and communicate with people in a friendly, simple and clear way.”

Hollie Reid


Hollie Reid, Portafina Staff
“The bit that we think makes us different to most companies is we genuinely care about people. My job is to listen to clients, to find out where they are at in life and then talk them through how we could help them get to where they want to be. It’s a very sociable role and that’s how I like it.”

Chloe Farrin

Customer Service Manager

Chloe Dix, Portafina Staff
“The desire to constantly improve what we do and how we do it is a massive driving force for us. That’s why I listen to so many of our telephone calls, to find out how we can make the whole process simpler and more hassle-free than it already is and then train our staff so that the improvements happen.”

Helping others

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.

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A simpler, hassle free approach

A simpler, hassle-free approach

In 2009 we set up Portal Financial to make savings advice clearer, easier and more convenient for clients. As a result we have developed a way of doing things that is different to most, if not all, other independent financial advisers: where we do all of the hard work for you.

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.

Success stories

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

What if you have a problem?
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