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!!
jason mortenJune 7, 2021
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.
Roger KimbellJune 7, 2021
Tom has managed my portfolio for the last 2-3 years and is very professional and pro active in looking after my needs.
Chris JJune 8, 2021
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!
Marja QuakOctober 16, 2021
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.
Stephanie MacKellarJune 8, 2021
