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Pension advice with a difference

More people can access regulated financial advice with Portafina.

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We are authorised and regulated
by the Financial Conduct Authority

Smaller pensions can be powerful, too

Unlike many financial advisers, we don’t expect our clients to have hundreds of thousands of pounds in their pot before we’ll help them with their pension. If you believe you have £12,500 or more we can check your pension for you, letting you know how much you could release tax free and if we think it’s the right thing for you to do.
Smaller pensions can be powerful, too

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 a regulated adviser, such as Portafina, first.

On average, this is how much more pension wealth people have when they take financial advice1.
What you’ll get with Portafina on your side

What you’ll get with Portafina on your side

  • A no obligation pension check
  • Impartial advice from regulated specialists
  • Ongoing advice and management of your pension
  • A fast, efficient service: we make the process easy for you

Giving your savings the chance to grow

If you take your full tax-free cash allowance, that leaves 75% of your pension savings that still need specialist care and management. By appointing Portafina as the ongoing manager for your pension, you will benefit from an investment philosophy built on scientifically-proven facts. Our aim is that more often than not the investments you make through Portafina will beat the average market return by a small yet significant amount. You can find out more about our investment philosophy here.

Giving your savings the chance to grow

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