Portafina Investment Management Ltd is one of the country’s leading regulated financial advisers.
| Website | https://www.portafina.co.uk |
| Revenue | $18.9 million |
| Employees | 25 (12 on RocketReach) |
| Founded | 2018 |
| Phone | +44 1634 930600 |
| Technologies |
JavaScript
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PHP
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| Industry | Financial Services, Consulting, Pensions, Annuities, Income Drawdown, Pension Release, Retirement Planning, ISAs |
| Web Rank | 1 Million |
| Keywords | Financial Advisory, Investment Advice, Investment Management, Wealth Management, Financial Services, Portfolio Management, Asset Management, Retirement Planning, Investment Solutions, Financial Planning, Wealth Preservation, Pension Planning, Long-Term Investments, Financial Security, Tax Planning, Capital Preservation, Retirement Solutions, Estate Planning, Risk Management |
| Competitors | PensionBee, Wealthsimple, Moneybox, Nutmeg Investment Partners LLC, Hargreaves Lansdown, Aegon UK, Fidelity Adviser Solutions, Aviva Legal Indemnities, Scottish Widows, Legal & General +42 more (view full list) |
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Portafina Questions
The Portafina annual revenue was $18.9 million in 2026.
Tim Moore is the Business Owner of Portafina.
12 people are employed at Portafina.
Top Portafina Employees
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Tim Moore
Business Owner at Portafina
London, GB2 -
Katie Burgess
PR and Content Executive at Portafina
Rochester, GB -
Martin Jenner
Interim Management Accountant at Portafina
England, United Kingdom1 -
Ryan Parsons
Client acquisition executive at Portafina
Gillingham, GB1 -
Jordan Lorentson
Software Developer at Portafina
Rochester, GB2
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