Portafina Overview

  • www.portafina.co.uk
  • Rochester, United Kingdom
  • 51 to 200 Employees
  • 2009
  • 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 Future 100 UK ...
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 ...

Portafina Reviews

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Jamie Smith-Thompson
Jamie Smith-Thompson
11 Ratings
14 Jul 2020
Portafina icon

"Great company to work for"

Current Employee - Customer Relations Officer in Chatham, England
Positive Outlook
Approves of CEO

I have been working at Portafina full-time for more than a year


The company is supportive Rewarded for good work with bonuses, quarterly incentives, progression within. Charity events Birthday day off Seasonal gifts from work Continuous training and development


Not so much a con because it’s good for the company but the company is always changing to grow bigger and better so you have to be able to adapt quickly to new changes that are implemented.
See All 32 Reviews

Diversity & Inclusion at Portafina

(2 reviews)

Portafina Photos

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Portafina Interviews

Getting an Interview
Applied online100%

  1. [employerShortName] icon

    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

  • FT Future 100 UKFinancial Time2018
  • FT Adviser Top 100 AdvisersFT Adviser2018

Portafina FAQ

(18 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?

...Private health insurance...

14 January 2020

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