Wish I had seen these reviews before I ever got involved with this dreadful company.
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I got in touch with them last year as I was turning 55, First lot of paperwork went through no bother. Then to progress they wanted copies of my bank statements showing all my incomings and out goings... See more
Company replied
I keep getting unsolicited letters from this outfit about releasing money from my pension at age 55. As I don't have a private pension and have been getting my pension since 2017 aged 52 I don't know... See more
Company replied
Terrible company misleading advice don’t do as requested over speaking you looking at contacting fca on advice and subsequent treatment by operators no call backs Knowing what I know now about thi... See more
Company details
Written by the company
Creating your best possible future is easy with Portafina. Discover why so many people trust us with their pensions. FCA regulated.
Contact info
United Kingdom
- portafina.co.uk
No recent history of asking for reviews
This company hasn't invited customers recently, so reviews may not be representative
Hasn’t replied to negative reviews
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I was completely satisfied with the…
I was completely satisfied with the recommendation and all members of staff were efficient.

Reply from Portafina

Reply from Portafina
sorting my pensions out was easy to…
sorting my pensions out was easy to understand and the advisers easy to talk to so want to thank them all.

Reply from Portafina

Reply from Portafina
Not Financial "Experts"
Terrible experience. Took a year to transfer my pension and I had to constantly get directly involved and contact my pension provider. At one point I was told I couldn't transfer my pension because it was a defined benefit scheme (after receiving the financial report from Portafina that told me I could). It was left to me to investigate the position and convince them that I was eligible to transfer. I was calling Portafina at least every other week and rarely spoke to the same person twice. Just two examples of the poor and very expensive service received. Avoid and go with a local financial adviser.

Reply from Portafina
Great service
Great service, very polite and professional. Will always explain things if you are not sure and there is no masses of paperwork to fill out. Can recommend Portafina.

Reply from Portafina
Review to pension
Great customer service and able to assist in my decision on my pension, very helpful and would highly recommend to others

Reply from Portafina
A very good professional company with…
A very good professional company with understanding and helpful staff

Reply from Portafina
Beware of unsolicited spam
I never contacted this company, I never asked for their advice and I never will. Who did they bribe, who sold my private information !?! Never spam me again.
As a side note, beware of people promoting the "Benefits of Pension Release". They do not tell you of the many people who's savings, pensions . . . . lives were destroyed forever, due to listening to SALESMAN promising easy money. I advise against listening to companies like these. Do your own independent research into their horror stories before you even consider doing something as stupid as PAYING companies out of YOUR pension, to get to your own money.
If you really wanted to release some of your pension,
it is easy, you can do it yourself. All you need to do is contact your pension provider and ask them what your options are. Just make sure you keep tax implications in mind when taking money out of your pension.
If you feel you need help, there are many reputable institutions that will help you (for a fee !). They are easy to find with a search on the internet but I suggest staying with known big names. Do not contact just one, ask at least three, compare what they will do, their fees and look at reviews on sites like Trustpilot. Only then decide.
In my opinion. If a company spams you out of the blue, stay clear. Portafina's literature has the same smell as timeshare from years ago to me, I see red lights all over it.
These are all numbers from their spam letter:
NO: 754580
44680/5083/C10Z
316A/00251/0023715

Reply from Portafina
Fantastic and fast dealing with the…
Fantastic and fast dealing with the pension plan and good keeping you updated how it’s going very good staff done us proud

Reply from Portafina
Reliable Company.
In basic terms, my experience was hassle free. Each person I spoke to on the phone spoke to me in plain English and not jargon. They were polite and friendly and if I was promised a phone call, that's what happened. Very reliable.

Reply from Portafina
My pension review and transfer
Very informative, efficient and made sure everything was understood, would definitely recommend

Reply from Portafina
INITIALY HELPFUL, THEN PORTAFINA LOOSE INTEREST IN YOU.
EASY TO DEAL WITH WHILST DISCUSSING INIITIAL PROCESS OF RETAINING PORTAFINA AS ADVISOR, BUT ONCE SIGNED TO THEM THEY SEEM TO LOOSE INTEREST. CONSTANTLY HAVE TO CHASE AND PROD AFTER SUBMITTING REQUESTS FOR THEM TO ACTION.

Reply from Portafina
It took eight months to sort out but…
It took eight months to sort out but they took their fees before I got my money they would never give a straight answer to any questions I would not recomend to my worst enemy

Reply from Portafina
They keep on sending me forms for my…
Update, just received an email from Portafina, they say they are sorry for the letters, and have removed me from their mailing list. I am glad that they have done this, thank you Portafina.
They keep on sending me forms for my pension to be moved, presumably to them, no chance. I have asked them at least twice to remove me from their database. Have not done so. So I just put all their paperwork back in their envelope, write on it remove me from their database and send it all back to them costing them money. After reading other reviews would not touch this crowd with the proverbial barge pole.
Another nice fat envelope coming your way Portafina, with the same message.
Started the process in April
Started the process in April, thinking 4 months would be plenty of time ,,,,,, very poor feedback , its my pension ,why am I not involved ??? I will be more than happy to update this revue when this iceberg starts to move ...... ball in your court !!!!!!!
Martin

Reply from Portafina
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