Pension success stories

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

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 Logo
FT Top 1001 Logo
Kent Invicta Business logo
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 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.

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. 

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.

Find out how Barbara used her pension

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.

Pension cash enabled Alan to clear debts

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.

Finding old pensions changed Mark's future

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.

Stephen's pension finished his documentary

We are rated 4.7/5 on reviews.co.uk…

Michael reviewed his pension without paying a fee upfront

Portafina client Michael avoided financial difficulty by accessing part of his tax-free cash allowance despite not having the money available to pay for advice upfront.

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