Success Stories

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.

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.  

Documentary-maker Stephen took money from his pension to complete “After ‘82”, a documentary exploring the history of the AIDS crisis in the UK. Click the video to watch Stephen’s success story.

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. Click the video to watch Alan’s success story.

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, giving more transparency and control than before. Click the video to watch Mark’s success story.

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. Click the video to watch Barbara's sucess story.

Call 0800 304 7288 for a friendly chat about your pension

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Pension release

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Pension drawdown

Welcome to the most flexible way to take money from your pension. Just make sure your savings don’t run out too soon.


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