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.

"British Standards, in this case the BS 8577, are designed to assess and award financial planning firms who can demonstrate that they have the operational framework in place to deliver a first-class service to their clients."

The service that we provide to our clients is of the upmost importance and in order to benchmark our service and internal processes against the British Standard of best practice the business entered into a rigorous process of assessment.

On 2nd March 2021 we were officially awarded our BS 8577 certification, making us one of a small but growing group of financial planning firms in the UK to have achieved this prestigious award.
Our clients’ needs are at the heart of our business and this is why we are committed to a programme of ongoing assessment, ensuring that our processes and services will be continually assessed by an independent certification body on an annual basis.

We are incredibly proud to have been awarded this accolade, as it demonstrates that the business we have built operates at the highest possible level. We thrive on innovation, and the British Standards programme gives us constructive feedback and support, so that we can continue to grow and improve everything we do.

We are excited to be a part of this journey and look forward to continuing to grow a business that provides valuable services for our clients and provides an enriching home for our team.