S Crielly
Hi Sharon, hope this finds you well, in good spirit, and, having a good day. My only issue at the moment is the four (4) week waiting period to speak with a financial advisor, after my last telephone call. I'm aware of the tax period between March/April, however, I have stated previously that I wished to access all funds, not in separate amounts...here in Scotland we call it 'drib's & drab's'.
Helpful Report
Posted 9 months ago
Hi Stephen, I’m sorry to hear about the delay you have experienced. It is of great concern to us if any of our customers are unhappy with any aspect of our service. We will investigate the background to your case and try to make sure that the same thing doesn’t happen again in the future. Thank you.
Posted 8 months ago
Portafina is rated 4.76 based on 479 reviews

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