Working at Portafina |

Portafina Overview

Rochester, South East England, England
51 to 200 employees
Company - Private
Investment Banking & Asset Management
Unknown / Non-Applicable


Portafina are a modern independent financial advice business that specialises in pensions.

Launched in 2009, we have grown to become one of the top financial advisers in the country, featuring on both the FT Adviser Top 100 Advisers and the Financial Times ... Read more

Mission: Our purpose is clear to us: We help people to lead happier lives with less financial stress.

The values that we promote are focused around treating our customers the right way, working together, going the extra mile, offering clarity, fresh thinking and ... Read more

Portafina Reviews

  • "A company that is always trying to get better"

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Independent Financial Advisor
    Current Employee - Independent Financial Advisor
    Positive Outlook
    Approves of CEO

    I have been working at Portafina full-time (More than 5 years)


    Really flexible in work life balance

    Always trying to develop you along with the business

    Good Culture

    You don’t feel like a number with little gestures like Christmas and Birthday vouchers, a day off for your birthday, celebrating an exam being passed with a bottle of champagne that sort of thing
    Good support throughout the departments


    With giving a voice sometimes to many opinions get involved when its not necessary

    Advice to Management

    There should be more accountability with individuals

See All 27 Reviews

Portafina Photos

Portafina photo of: Portafina entrance
Portafina photo of: Donating computers to Demelza House
Portafina photo of: Portafina birthday
Portafina photo of: Orange for Carol day, raising £500 for Wisdom Hospice in the name of our colleague who sadly lost her battle with cancer
Portafina photo of: World Book Day. Raising £80.59 for Book aid
Portafina photo of: Raising £1200 for JDRF
See All PhotosSee All

Portafina Awards & Accolades

  • FT Future 100 UK, Financial Time, 2018
  • FT Adviser Top 100 Advisers, FT Adviser, 2018
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