At Efficient Portfolio we have always prided ourselves on being truly independent. In the world of finance, independence means that we are able to place our clients’ needs at the heart of everything we do, and offer an unlimited range of solutions from across the market. It also means that we’re not tied to certain products or providers, and have freedom to adapt your planning if we feel it’s not delivering the best outcomes.
However, like any private company, our independence has also provided some challenges over the years. We founded our company in 2006, and built it from the ground up. Having the freedom to build a business as we saw fit was liberating, but it meant that there was no corporation overseeing our inception; no guidebook to determine our processes; and no overriding ‘head office’ to approach with our problems. We shaped the business ourselves, and have had to adapt, innovate and refine everything we do over the years.
So, how can you be sure that our internal practices are up to scratch?
Everything we do has been crafted to deliver the best level of client service, and as an FCA regulated firm, we act in a compliant, ethical and legal fashion. We are confident in the business we have built, but we wanted to test our processes against the national benchmark, so in 2019 embarked on our British Standards journey.