Portafina

Established in 2009, Portafina has grown to become a respected and trustworthy voice in the field of pension advice. Portafina is a fully FCA regulated company, meaning that it is committed to offering advice that is both fully correct and totally reliable. Portafina is a disruptor in its industry, moving away from the typical business model that is followed by the IFA establishment. Unlike its competitors, Portafina does not charge up-front fees for its advice and clients are free to step away from the process at any time without incurring charges or penalties. The ‘zero obligation’ structure that is offered by Portafina means that clients are only charged for the company’s advice should they follow through with it. Portafina can offer pension advice spanning a wide range of issues and currently, the company looks after over half-a-billion pounds worth of investments. Portafina is a specialist advisor for those coming up to 55 years of age who wish to draw cash from their pension pot in the future. Portafina is also well positioned to give expert advice to those who have several private pensions who are considering consolidating them into a single, high performance pension. Portafina has created a clear and concise three-step system that aims to simplify the pension process. Portafina’s first step is to understand the individual, learning everything it needs to know about their financial status and their plans for the future. Portafina then offers its expert advice, with absolutely no obligation. For the final step, should the client decide to follow the advice they have received, Portafina will enact the plan in a quick and efficient way.

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