At Efficient Portfolio, we believe in helping people clarify and realise their dreams and goals through financial planning. We do this by taking you through a unique process that allows you to get a better understanding about us, of what you want to achieve in the future and what concerns you have about the present.
We can then build your financial planning to help deliver a better future. Understand how to maximise your opportunities and reduce your risks, so you can fill your retirement with what you love and leave a legacy. Learn how to get your money working harder, so that you can build a secure and comfortable future.
We can then build your financial planning to help deliver a better future. Understand how to maximise your opportunities and reduce your risks, so you can fill your retirement with what you love and leave a legacy. Learn how to get your money working harder, so that you can build a secure and comfortable future.
Services
Since 2006 Efficient Portfolio have aimed to provide truly independent financial planning, but how did we start and what inspired the firm we are proud of today? The first step in achieving your goals is to discuss your current concerns with one of our qualified Financial Planners. Charlie joins the largest firm of Independent Financial Advisers in the UK, Inter-Alliance PLC, to give independent advice rather than sell one company's products.
At Efficient Portfolio, we believe in helping people clarify and realise their dreams and goals through financial planning. We do this by taking you through a unique process that allows you to get a better understanding about us, of what you want to achieve in the future and what concerns you have about the present.
We have an incredibly diverse and skilled team, and by working together we can achieve so much more. We value everything everyone brings to the table, and by joining forces, we not only achieve our goals, but grow and improve our business for the better. At Efficient Portfolio we have a team of highly skilled and qualified individuals who can provide guidance to a range of clients.
If you'd like to get in touch with us, you can email us at hello@efficientportfolio.co.uk, call us on 01572 898060, send us a message via our online form, or book in straight for a free introductory call using our forms below. The first step in achieving your goals is to discuss your current concerns with one of our qualified Financial Planners.
We aim to bring a deep understanding to our clients situations, and treat all of our people with care and understanding. Looking ahead and endeavouring to develop our systems and processes for the future are pivotal to our success. The importance of thinking ahead to the future is also crucial in the planning we deliver.
Reviews (9)
Chris Eaton
Oct 31, 2021
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Marja Quak
Oct 26, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I have been with Efficient Portfolio for a few years now and feel they have my best interests at heart. With regular reviews, updates and personal access to my own portfolio, I feel very supported by the dedicated and professional team of EP. To be recommended!
I have been with Efficient Portfolio for a few years now and feel they have my best interests at heart. With regular reviews, updates and personal access to my own portfolio, I feel very supported by the dedicated and professional team of EP. To be recommended!
Russell Blandford
Oct 20, 2021
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We have been advised by Charlie Reading since the early days of his career as Financial Advisor. He provided sound advice on our pensions and savings when we retired. His advice was carefully matched to our financial goals and our tolerance to risk. The advice has proved to be sound and the results have exceeded our expectations following a very turbulent world financial market over the last fourteen years. We have witnessed his business flourish to its current level where the Efficient Portfolio team excel in technical knowledge, innovation, and customer service.
Jason Morten
Jun 30, 2021
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I have been with EP for over 18th months and have seen my portfolio grow in line with my expectations and we were well supported during the recent pandemic. Tom and the team have demonstrated that it was a good decision to select them rather than others and I now have a much better handle on my retirement plan, my lifetime cash flow and with Charlie’s insight an improved bucket list and reading library. The YouTube videos are great but maybe a better choice of Xmas jumpers next year!!
Stephanie MacKellar
Jun 26, 2021
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I was introduced to Charlie Reading and his team a few years ago and only wish I'd found them sooner. Since i have been a client I have been reassured my pension monies are being invested wisely and the proof is in the returns so far. Feeling safe and secure in the future was my goal and they are helping me achieve this with their wise and honest counsel.
Chris J.
Jun 22, 2021
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Colin MacKellar
Jun 15, 2021
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Steve O'Hara
Jun 13, 2021
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We have been with Efficient Portfolio for several years. Having passed the age of 55 with a number of pensions I did not know what would be the best way forward for using these to get the best for our retirement. After a very productive meeting taking into account our personal situation, future requirements etc they put forward a financial plan for years to come. We are extremely happy with every aspect of the plan, the professionalism and friendliness of all member of staff plus the support they offer and a feeling of having a secure plan for our future. I would definitely recommend Efficient
Roger Kimbell
Jun 07, 2021
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