We’d love to hear from you

We like to think we’re a friendly bunch. Frank, down-to-earth and experts, too.
So, whatever stage you are at when it comes to planning what you do with your money, we are all ears.

We are authorised and regulated
by the Financial Conduct Authority

We’re only a phone call away

0800 304 7600


Our team is always ready to help you improve your financial future. Whether you are a new customer or already have a file with us, just fill out the relevant form below and we will contact you as soon as we can.
We're only a phone call away

We’ll call you back

Where to find us

Our offices are in Rochester in Kent, with views of the famous castle and cathedral on one side, and the river Medway, historic dockyard and napoleonic Fort Amherst on the other. It’s quite a nice spot really.

Portafina Investment Management Ltd
Affinity House
Beaufort Court
Sir Thomas Longley Road

For press: press@portafina.co.uk