Portafina
@Portafina
Portafina is a pension advice specialist that has been successfully trading since 2009. In its ten years of trading, Portafina has become a well-respected and trustworthy name in pension advice services, and the company is fully FCA regulated. Currently, Portafina looks after over half-a-billion GBP for its clients and the company has been named as a Top 100 Financial Adviser (FT Adviser 2018). Its services have also been rated as ‘excellent’ by its many customers.
Portafina offers pension advice across a wide range of issues and unlike many of its competitors, the company never charges up-front fees for its advice and its clients are able to stop working with the company at any time without incurring charges or penalties. Portafina’s ‘zero obligation’ structure ensures that its clients are only charged for the company’s expertise if they are truly happy with the advice that they have received.
Portafina has specific expertise in a number of areas, including clients that are nearing the age of 55 who are looking to draw cash from their pension pot in the future – also known as ‘pension freedoms’ – as well as being able to advise clients that have multiple private pensions that could potentially perform better as a single, consolidated pension.
Portafina wants to simplify pensions and the company has therefore created a quick and easy three-step system for its clients. First, Portafina takes the time to understand each individual’s current financial status and their future plans and aspirations. Portafina then offers its full advisory services, with zero obligation. Finally, should the client wish to proceed, Portafina will enact its strategy with minimal fuss.
Portafina offers pension advice across a wide range of issues and unlike many of its competitors, the company never charges up-front fees for its advice and its clients are able to stop working with the company at any time without incurring charges or penalties. Portafina’s ‘zero obligation’ structure ensures that its clients are only charged for the company’s expertise if they are truly happy with the advice that they have received.
Portafina has specific expertise in a number of areas, including clients that are nearing the age of 55 who are looking to draw cash from their pension pot in the future – also known as ‘pension freedoms’ – as well as being able to advise clients that have multiple private pensions that could potentially perform better as a single, consolidated pension.
Portafina wants to simplify pensions and the company has therefore created a quick and easy three-step system for its clients. First, Portafina takes the time to understand each individual’s current financial status and their future plans and aspirations. Portafina then offers its full advisory services, with zero obligation. Finally, should the client wish to proceed, Portafina will enact its strategy with minimal fuss.