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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

And the winner is…

It’s the best feeling when a happy customer takes the time to write to us to give us some positive feedback. Winning an industry award or two is close behind, and both tell us that we are doing something right.
Kent mega growth
The KM Media Group runs its annual Megagrowth 50 list to highlight fast-growing businesses in the Kent area that are providing employment and bringing income into the local area. Nearly all of our staff live locally here in Kent with many able to walk or cycle to our offices. We want to make as big a difference to the lives of our staff as we do to our customers.
FT top 100
FT Adviser is the industry website that ranks all UK financial advice firms on a range of factors that are key to investors seeking the best person to assist them with their finances. These include how well the investments that they recommend have performed, and the level of qualifications held by the advisers within the business.
kent invicta logo
The Kent Invicta Chamber Awards recognise and reward excellence in businesses in Kent and Medway. The finalists and winners are noted as being truly excellent at what they do. To be considered for this award we demonstrated clear plans for growth, commitment to staff, local communities, environment and customers, a track record of innovation and strong leadership.
Kent mega growth 2019
In 2019, we were once again recognised by the KM Media Group as one of the fastest growing businesses in the Kent area. As the company continues to grow we are pleased to provide further employment opportunities to the local area. Including recently offering interviews to Thomas Cook staff.

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 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)