Portafina
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tightasafish
Posts: 38 Forumite
I have allowed a company called Portafina to look at my current policies and now they want one of their 'paraplanners' to speak to me and provide advice.
In the overall scale of things, we are not talking a great deal of money here - for example my maximum tax free amount I can currently access is around £12k. (I am aged 58).
Does anyone have any feedback on Portafina and any pointers I should be aware of when I speak to them? Thank you.
In the overall scale of things, we are not talking a great deal of money here - for example my maximum tax free amount I can currently access is around £12k. (I am aged 58).
Does anyone have any feedback on Portafina and any pointers I should be aware of when I speak to them? Thank you.
0
Comments
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I am an Independent Financial Adviser (IFA). Any posts on here are for information and discussion purposes only and should not be seen as financial advice.0
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How did you contact them? Most people use local firms or a national with high coverage. How did you find Portafina?
I replied to one of their mailshots.0 -
tightasafish wrote: »How did you contact them? Most people use local firms or a national with high coverage. How did you find Portafina?
I replied to one of their mailshots.
That's the paper version of a telephone cold call.
Have a good read of the posts on the link supplied at post no 2.0
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