Truly
independent
financial
planning

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.

Book a chat with our experts

The first step in achieving your goals is to discuss your current concerns with one of our qualified Financial Planners.

    5 star review  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.

    thumb Russell Blandford
    October 15, 2021

    5 star review  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 Portfolio for your financial planning.

    thumb Steve O'Hara
    June 8, 2021

    5 star review  An excellent firm that cares for its clients, keeps them posted with changes to their accounts, advises new ideas and communicates so much better than many of their competitors. I'm glad we changed to them from our previous advisers.

    thumb Roger Kimbell
    June 7, 2021

    5 star review  Tom has managed my portfolio for the last 2-3 years and is very professional and pro active in looking after my needs.

    thumb Chris J
    June 8, 2021

    5 star review  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!!

    thumb jason morten
    June 7, 2021
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