Portafina Investment Management, operating as Portal Financial Services LLP, has been involved in multiple complaints regarding unsuitable financial advice and poor investment management. Many clients were advised to transfer their pensions into high-risk or unregulated collective investment schemes (UCIS) through Self-Invested Personal Pensions (SIPPs). These schemes often resulted in significant financial losses, especially for clients who were not financially equipped to handle such risks.
The Financial Ombudsman Service (FOS) has upheld numerous complaints against Portafina Investment Management, citing cases where the company failed to perform adequate risk assessments or understand the financial needs of their clients. Examples include promoting tax-free cash withdrawals and risky investments, which were unsuitable for many individuals. If you were impacted by advice from Portafina Investment Management, you may be entitled to financial compensation for your losses.
What Should You Do?
If you were advised by Portafina Investment Management to invest in schemes like Store First, Eco Planet Bamboo, or other unregulated funds, it’s crucial to act fast. Compensation claims are subject to strict time limits, so don’t delay.
Visit Claim My Loss for expert assistance. Their team offers a No Win, No Fee service, ensuring you can seek justice without financial risk.
Contact them today at [email protected] or call 0161 840 1560 to start your claim. Reclaim what’s rightfully yours and secure the compensation you deserve.