Portafina. Your kind of people?
While the headline usually grabs all of the attention, what ultimately makes you trust a company to deliver on what they have promised?
People who enjoy helping other people
The simple fact is: it feels good to help someone out. At Portafina it is a big reason why we do what we do. And it’s always nice to know that we have made a difference.
With you all the way
“Shannon was great. She went above and beyond all expectations, she was fantastic. Thank you Shannon.”
Kevin from Havering
Making things clear
“Nothing was too much trouble. I am not a whizz-kid when it comes to financial matters, but I felt completely at ease throughout.”
Benson from Colchester
Talking your language
“I quite often feel awkward on the telephone, but I found your people easy to communicate with.”
Colin from Chesterfield
With a calm determination
“The determination and knowledge of the staff. And their reassurance that they have things under control.”
Phillip from London
It’s the bit that can’t be taught that matters most
More on what Portafina are about
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 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 Officer
Case Liaison 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.
Stuff you might want to know...
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.