Is Portafina safe?

Your pension is a big deal. That’s why, at Portafina, we make sure our clients’ savings are as secure as possible.

Fully authorised and regulated

Portafina Investment Management is directly authorised and regulated by the Financial Conduct Authority (FCA). Our FCA company number is 754580.

This means we are subject to strict rules and regular reviews when it comes to the services we offer and the financial advice we give our clients, which has to be in their best interests.

 

Caring for people

 

Your pension protected

If something happens to our investment managers, your pension is protected by the Financial Services Compensation Scheme.

And because we are a regulated financial adviser, our clients have access to the Financial Ombudsman Service. This means additional security when it comes to the suitability of the advice we offer.

Absolute data protection

We are committed to processing and protecting all the personal data we hold in compliance with the General Data Protection Regulation (GDPR) and the Data Protection Act.

This means we have a stringent policy and procedure in place to safeguard personal data and to prevent data breaches.

Your identity matters

As a financial advice company, we are subject to the government’s Money Laundering Regulations. This means we must carry out stringent checks to confirm that each client is who they say they are.

We also carry out checks each time a client calls us, to protect against identity fraud and to make sure the money and information we are trusted with are as secure as possible.

Science over predictions

Our investment philosophy is based on scientifically-proven facts rather than making predictions on what might happen next.

This means your pension savings have the best possible chance to grow, without having to rely on what is essentially educated guesswork.

 

Employees eating pizza

 

Looked after, every step of the way

We manage our clients’ pensions for as long as they choose. This means their pension investments remain tailored each step of the way, taking into account changes to personal circumstances and the shifting national and global financial landscapes.

Our investment committee scrutinises the marketplace to make sure our clients continue to have access to the best possible investment products.

Strength in numbers


Over 14,000 people trust us to manage more than £½ billion of their pension savings for them


We’ve been helping people with their pensions for over 9 years and employ over 160 staff


On average, every 1 hr and 38 mins we help someone new to understand more about their pension and what it could mean for them


Since 2009 we have raised over £22,000 for charities throughout the UK

We are rated 4.7/5 on reviews.co.uk...

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