Is Portafina safe?
We are authorised and regulated
by the Financial Conduct Authority
Fully authorised and regulated
This means we are subject to strict rules and regular reviews when it comes to the services we offer and the financial advice we give our clients, which has to be in their best interests.
Your pension protected
And because we are a regulated financial adviser, our clients have access to the Financial Ombudsman Service. This means additional security when it comes to the suitability of the advice we offer.
Making things clear
This means we have a stringent policy and procedure in place to safeguard personal data and to prevent data breaches.
Talking your language
We also carry out checks each time a client calls us, to protect against identity fraud.
With calm determination
This means your pension savings have the best possible chance to grow, without having to rely on what is essentially educated guesswork.
Looked after, every step of the way
Our investment committee scrutinises the marketplace to make sure our clients continue to have access to the best possible investment products.