Legal and compliance

We keep on top of everything and then check again to make sure we have it covered. Your savings are too important to behave in any other way.

Portafina Investment Management Ltd 

Portafina Investment Management Ltd is registered at Affinity House, Beaufort Court, Sir Thomas Longley Road, Medway City Estate, Rochester, Kent, ME2 4FD. Our registered company number is: 10290349

Portafina is the trading name of Portafina Investment Management Ltd .

Portafina Investment Management Ltd  permitted business activity includes advising on and arranging pensions.

We do not charge a fee to review your pension benefits. Our fee only occurs should you proceed with our advice/recommendation. We will fully disclose to you, in writing, any fees that may be incurred so that you are able to make a fully informed decision on whether you wish to proceed.

You can contact us by post to our registered office, by telephone on the contact number published on our website, or by email using the email address published on our website.

Portafina Investment Management Ltd is an authorised and regulated firm by the Financial Conduct Authority. Our firm reference number is 754580.

The Financial Conduct Authority is the principle regulatory body for the financial services industry in the UK. They can be contacted at:

The Financial Conduct Authority
25 The North Colonnade
Canary Wharf
London
E14 5HS
Telephone: 0207 066 1000
Website: www.fca.org.uk 

 

Portafina LLP

Portafina LLP is registered at Affinity House, Beaufort Court, Sir Thomas Longley Road, Medway City Estate, Rochester, Kent, ME2 4FD. Our registered company number is: OC344297

Portafina LLP was formerly known as Portal Financial Services LLP.
Portafina is the trading name of Portafina LLP.

Portafina LLP permitted business activity includes advising on and arranging pensions, mortgages and non-investment insurance contracts.

We do not charge a fee to review your pension benefits, mortgage or insurance needs. Our fee only occurs should you proceed with our advice/recommendation. We will fully disclose to you, in writing, any fees that may be incurred so that you are able to make a fully informed decision on whether you wish to proceed.

You can contact us by post to our registered office, by telephone on the contact number published on our website, or by email using the email address published on our website.

Portafina LLP is an authorised and regulated firm by the Financial Conduct Authority. Our firm reference number is 501272.

The Financial Conduct Authority is the principle regulatory body for the financial services industry in the UK. They can be contacted at:

The Financial Conduct Authority
25 The North Colonnade
Canary Wharf
London
E14 5HS
Telephone: 0207 066 1000
Website: www.fca.org.uk 

Back to top