Meet your Portafina fund manager
Discover why we use Dimensional to give your savings a competitive edge.
We are authorised and regulated by the Financial Conduct Authority
Building a better home for your savings
If you take your full tax-free cash allowance, that’s 75% of your retirement savings that still need careful management. We take care of everything for our clients, including the buying and selling of shares.
We use a fund manager to do this. And unlike most UK financial advisers, we have access to what we believe is one of the best fund managers in the business. Dimensional.
Taking pension money early isn’t right for everyone because it could leave you with less to live on in retirement. That’s why it makes sense to talk with an independent and regulated adviser, such as Portafina, first.
Important: pension savings can go down as well as up. Past performance is not a reliable indicator of future results.
3 key benefits of Dimensional with Portafina
Lower management fees
Balancing risk & reward
A history of outperformingHistorically, Dimensional funds have consistently outperformed industry averages, which is mirrored in the performance of our pension portfolios.
A perfect fit with our investment philosophy
Dimensional is set up with the aim of achieving higher-than-expected market returns. This aligns perfectly with our investment philosophy.
Managing Director of Portafina.
Dimensional in numbers