Portafina. Your kind of advisers?
How your savings are invested matters. Take the wrong approach and you could be gambling with your future wellbeing and peace of mind.
How well can you predict the future?
Who shot the infamous JR?
Did you know the answer to this before even the producers did? Maybe you saw Japan’s shock victory over South Africa in the Rugby World Cup coming a mile off?
Always win on the lottery?
Maybe the fall of the Berlin Wall was already old news for you on that historic night? If your answer to these questions is ‘yes’ then can we have next week’s lottery numbers?
Want to be a fund manager?
And you might want to think about a career as an active fund manager because the people expected to pick stocks are being asked to do just this: predict the future.
We believe in evidence
We prefer to invest your money based on evidence gathered over a long period of time, rather than finger in the air predictions about what may or may not happen.
The crystal ball vs the power of what we know
Considering the rollercoaster ride painted by the press this last point may come as a surprise. It’s true, though. And by investing in as much of a market as possible (as we do at Portafina), rather than picking stocks, the fate of your savings will not rest on the rise or fall of a handful of individual companies. And companies can fall very quickly for the most unexpected of reasons; just think about Gerald Ratner’s infamous speech in 1991.
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!
makes it easy for you
We’ve developed a different way of doing things so that everyone can have access to great financial advice, when it suits them and in a clear and simple way.
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
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.
The value of sound advice
When it comes to our clients’ savings we do not think it is right to try and predict the future. Instead, our investment philosophy is based on decades’ worth of historical data and scientific research. It’s an approach that is currently serving over 14,000 people who trust us to look after more than half a billion pounds of their savings.
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.