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

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Jamie Smith-Thompson
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  • "Supportive, fun and refreshing company!"

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Positive Outlook

    I have been working at Portafina full-time (More than 3 years)


    - Going to work and always feeling valued for the work you put in
    - Internal opportunities and progression that is available
    - Feeling that there is always someone you can turn to
    - Good benefits
    - Management that listen to anyone opinions or ideas
    - Team integration across all departments
    - You get your birthday off!


    - Length of service could be rewarded
    - Option to buy benefits (more holiday, shares etc)

    Advice to Management

    No matter how big the company gets try and maintain the family feel the company has.

See All 17 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
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Portafina Awards & Accolades

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