Portafina Investment Management

Independent Financial Adviser Affinity House, Beaufort Court, Sir Thomas Longley Road, Rochester, Kent, ME2 4FD
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
12th August 2019
No upfront costs, no obligation, no barriers - just great pension advice. We operate nationally, online and over the phone.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • ISAs
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Life insurance
Meet our advisers
Jamie Smith-Thompson FPFS
Chartered Financial Planner
Oluwaseun Dada FPFS MSC
Independent Financial Adviser
Chartered Financial Planner
Michael Pizzoferro
Independent Financial Adviser
Christopher Simpson
Independent Financial Adviser
Joe Parker
Independent Financial Adviser
Ashley Fraser
Independent Financial Adviser
What our clients say
The communication was clear and timely. I felt confident that the process would be smooth and professional, and indeed it was. Very happy with the service and the results.
Nicholas Gardner,, Tyne and Wear
Completely satisfied with all the advice and assistance given throughout the whole transaction of my affairs - professional and fair at all times.
Trevor Harvey,, Aylesford
Everything was explained in detail. I found the service that I received was second to none and would recommend Portal Financial to my friends and family.
George Gleed,, Gloucestershire
Where to find us

Affinity House, Beaufort Court, Sir Thomas Longley Road, Rochester, Kent, ME2 4FD

Make an enquiry
About us

More than anything we want to do what’s best for our customers. That is the very essence of providing professional advice, and it is core to everything we do.

We believe in providing expert advice with great service. We also believe in giving our customers the chance to experience our service before making their minds up as to whether to pay for our services. That way we only get paid if we do a good job and if the customer will benefit from it.

Our services

Getting the best income from your pension, enjoying flexible pension benefits and lump sums from age 55, maximising your pension growth, later life income planning.

We have so much confidence in our ability to give great pension advice that you don't have to pay us anything, unless you want to follow the advice we have given you.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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