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Georgia Smith Email
Paraplanner . Portafina
Rochester,
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Portafina is one of the country’s leading regulated financial advisers. Combined, our IFAs hold over 60 qualifications between them and have been helping people to get the most out of their money for more than 50 years. Both our managing partner and chairman are Fellows of the Chartered Insurance Institute.\n\nIn 2009 we set up to make savings advice clearer, easier and more convenient for clients. As a result we have developed a way of doing things that is different to most, if not all, other independent financial advisers.\n\nBy the time we changed our name to Portafina in 2016 over 11,000 people trusted us to look after more than £¼ billion of their savings. By February 2018 we were helping over 14,000 people and the pension savings we manage are now in excess of £½ billion. We are very proud of that. And why did we change our name to Portafina? We just think it sounds better. More friendly. More us.\n\nPeople who like to help people\nOur staff are regularly trained on the latest financial regulations and more general administration skills. The one thing that cannot be taught is the bit we are most proud of: they genuinely care about people.\n\nPortafina is a meritocracy, a fantastically flexible environment for people who have the ability to grow and help others to grow with them. We love saying thank-you for a job well done and are always interested in what makes our staff tick outside of work.\n\nThe value of sound advice\nWhen it comes to our clients’ savings we do not think it is right to try and predict the future. Instead, our investment philosophy is based on decades’ worth of historical data and scientific research. \n\nOur service makes it easy for clients\nWe’ve developed a different way of doing things so that everyone can have access to great financial advice, when it suits them and in a clear and simple way.Portafina Address
Affinity HouseRochester, null
UK