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.
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