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Regulated financial advice

Get greater protection for you and your
pension savings.
We are authorised and regulated
by the Financial Conduct Authority
FSCS Protected

Regulated financial advice

Get greater protection for you and your pension savings.

We are authorised and regulated
by the Financial Conduct Authority

Why financial advice matters

The idea of pensions is simple: a pot of money for us to live on when we retire. And yet, like many financial tools, the rules and mechanisms surrounding pensions are far from straightforward. And the decisions we make with our savings from 55 could have a lasting impact on how we can afford to live our lives in the future.

This is why enlisting the help of an independent, proven and regulated financial adviser makes so much sense.

Slide On average, this is how much more pension wealth people have when they take financial advice.1 £30,991

Slide 1 3 ways you are better protected with Portafina The Financial Conduct Authority

We are authorised and regulated by the FCA. This means we must follow strict ethical and procedural guidelines to ensure everything we do is in our clients’ best interests.
Slide 2 3 ways you are better protected with Portafina FSCS protected

Your savings will be protected by the Financial Services Compensation Scheme. This means you can get up to £85,000 of your money back if the provider responsible for your pension fails.
Slide 3 3 ways you are better protected with Portafina The Financial Ombudsman Service

You will have access to the Financial Ombudsman Service. This means additional security around the advice we give you. Both now and in the future.

What our customers have to say

With a 97% approval rating on reviews.co.uk our heart beats a little faster when we read what our clients have to say.

Slide "Without Portafina’s help I would have had to borrow money or continue living on a very limited income. They showed me I did not need to take my full allowance. Just what I needed to make life comfortable again." Portafina Review Michael, Glasgow (58) Slide "I needed to release funds from my pension for some home improvement work and Portafina sorted the whole process quickly and professionally. Excellent service." Portafina Review Jeremy, Walsall (55) Slide "Portafina helped me to get back on track as I was on shutdown. They got all the paperwork together so that I didn’t have to. Thank you for all your help and support" Portafina Review Kevin, Birmingham (62)

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3 ways you are better protected with Portafina

The Financial Conduct Authority

We are authorised and regulated by the FCA. This means we must follow strict ethical and procedural guidelines to ensure everything we do is in our clients’ best interests.

FSCS protected

Your savings will be protected by the Financial Services Compensation Scheme. This means you can get up to £85,000 of your money back if the provider responsible for your pension fails.

The Financial Ombudsman Service

You will have access to the Financial Ombudsman Service. This means additional security around the advice we give you. Both now and in the future.

A brighter future for your pension savings

Even if you take your full 25% tax-free cash allowance, that’s 75% of your retirement savings that still need specialist care. We can take care of everything for you with our investment philosophy.
3 ways you are better protected with Portafina

3 ways you are better protected with Portafina

A broad spread of investment risk

Your pension savings will be invested in over 11,000 companies worldwide, rather than hundreds or even a few dozen.

Scientifically proven facts and processes

Compelling research from Nobel Prize winners underpins our philosophy giving your savings the best possible chance to grow.

Low fund management fees

Greater use of technology means constant market analysis, which helps drive down costs because of efficient trading.

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 financial adviser first.

1What it’s worth, published by ILC UK (November 2019)