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

  • "Great company to work for"

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Customer Relations Officer in Chatham, England
    Current Employee - Customer Relations Officer in Chatham, England
    Positive Outlook
    Approves of CEO

    I have been working at Portafina full-time (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.
    Friendly staff


    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 28 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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