Truly
independent
financial
planning

With EP since April 2018. Service is excellent and investments are performing well. Very pleased.

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!

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.

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!!

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