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.
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.
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.
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.