Regulated financial advice
pension savings.
by the Financial Conduct Authority
Regulated financial advice
Get 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 a proven and regulated financial adviser makes so much sense.
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.
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.
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
3 ways you are 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
Our investment philosophy in a nutshell
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 financial adviser first.