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Pension success stories

When our clients are happy, we’re happy too! Discover how we’ve helped them. We are authorised and regulated
by the Financial Conduct Authority
FSCS Protected

Pension success stories

When our clients are happy, we’re happy too!
Discover how we’ve helped them.

We are authorised and regulated
by the Financial Conduct Authority

Success stories

It’s always great when clients get in touch to let us know how we’ve helped them and most importantly, how they are getting on.

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.

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.

Finding old pensions changed Mark’s future

Mark wanted us to find his pensions from previous jobs. Tracking them down gave him almost £20,000 more for the future. We then combined them into a single pension fund.

Stephen’s pension finished his documentary

Documentary-maker Stephen took money from his pension to complete “After ‘82”, a documentary he was creating, exploring the history of the AIDS crisis in the UK.

What our customers have to say

With a 97% approval rating on reviews.co.uk our heart beats a little faster when we read what our clients have to say.

Slide "Without Portafina’s help I would have had to borrow money or continue living on a very limited income. They showed me I did not need to take my full allowance. Just what I needed to make life comfortable again." Portafina Review Michael, Glasgow (58) Slide "I needed to release funds from my pension for some home improvement work and Portafina sorted the whole process quickly and professionally. Excellent service." Portafina Review Jeremy, Walsall (55) Slide "Portafina helped me to get back on track as I was on shutdown. They got all the paperwork together so that I didn’t have to. Thank you for all your help and support" Portafina Review Kevin, Birmingham (62)