Portafina Overview

  • www.portafina.co.uk
  • Rochester, United Kingdom
  • 51 to 200 Employees
  • 2016
  • Company - Private
  • Investment & Asset Management
  • Unknown / Non-Applicable


Portafina are a modern independent financial advice business that specialises in pensions. We believe that quality, regulated financial advice should be available to everyone who needs it and not just be restricted to the wealthy few. To make this a reality we do things a bit ...
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 raising the bar. By ...

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Portafina Reviews

Recommend to a Friend
Approve of CEO
Jamie Smith-Thompson
Jamie Smith-Thompson
15 Ratings
Current Employee, less than 1 year


Sep 16, 2021 - Case Liaison Officer in Rochester, England
Positive Outlook
Approves of CEO


Flexible working (office/working from home)
Progression and training provided to reach your potential
Friendly staff with a relaxed but focused working environment


Only a half hour lunch break
Teams don't really integrate (maybe due to Covid so more people working from home).

Advice to Management

More team building days/events to get to know other people.
See All 41 Reviews

Diversity & Inclusion at Portafina

(9 reviews)

Portafina Photos

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Portafina Interviews

Getting an Interview
Applied online100%

  1. Technical Administrator Interview

    Anonymous Employee in United Kingdom
    No Offer
    Positive Experience
    Average Interview

    I applied online. The process took 1 week. I interviewed at Portafina (United Kingdom) in Sep 2020


    Fairly simple but pleasant interview process. First a phone call with a person from HR and then a video interview with the same HR person and a team member. The company seemed to have good qualities and cared about their staff although the salaries are quite low in my opinion. All the staff I spoke to were nice and friendly.

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Portafina Awards & Accolades

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Portafina FAQ

(24 Questions)

All answers shown come directly from Portafina Reviews and are not edited or altered.

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What is health insurance like at Portafina?

...Training and support is provided for every employee and there are many perks such as generous payments into our pension plan, private medical insurance, life cover, rewards for people showing the company values, all expenses paid Christmas parties, food treats, and we even get a day off for our birthday....

January 14, 2020

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