Portafina Investment Management Ltd is one of the country’s leading regulated financial advisers. Between them, our investment committee members have over 97 industry-recognised qualifications. Each year we help thousands of people with their pensions. And we currently manage over £½ billion in pension savings for our clients. Our goal is to make savings advice clearer, easier and more convenient for clients. As a result we have developed a way of doing things that is different to most, if not all, other financial advisers. People who like to help people Our staff are regularly trained on the latest financial regulations and more general administration skills. The one thing that cannot be taught is the bit we are most proud of: they genuinely care about people. Portafina is a meritocracy, a fantastically flexible environment for people who have the ability to grow and help others to grow with them. We love saying thank-you for a job well done and are always interested in what makes our staff tick outside of work. The value of sound advice When it comes to our clients’ savings we do not think it is right to try and predict the future. Instead, our investment philosophy is based on decades’ worth of historical data and scientific research. Our service makes it easy for clients We’ve developed a different way of doing things so that everyone can have access to great financial advice, when it suits them and in a clear and simple way.