Charlie Reading APFS

Charlie Reading

Charlie Reading

Charlie Reading is the founder and director of Efficient Portfolio. Having worked in the industry since 1999, Charlie has a wealth of experience and has been designated with ‘Chartered Financial Planner’ status, placing him in the top 10% of all advisers in the country.
Charlie is also the author of ‘The Dream Retirement’, an award-winning speaker who has a passion for amazing retirement planning. Charlie has successfully helped many people save for, manage and enjoy their retirement, often when they didn’t think they had saved enough. Through careful planning he has shown them how they can maximise the money, reduce their risk and design an income strategy that delivers the life they desire. But Charlie is also passionate about building a better life through understanding what makes us happy and healthy. What makes our mind tick, and what strengthens our relationships, because ultimately the financial side of retirement is just the starting point. He loves spending time with his wife and two daughters, cycling, swimming, running and playing golf, is passionate about scuba diving, safari and travelling.
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Andrea Harrison

Andrea

Andrea Harrison

Prior to working within Financial Services, Andrea had a long-term career in the Private Sector and initially joined the world of Financial Services in 2013, later qualifying as a Mortgage & Protection Adviser in 2016.

Likes: White wine, good food, sunshine and holidays

Dislikes: Being cold, unkindness and bad manners

Favourite Pastimes: Anything involving my children and adventure!

Favourite Artist/Bands: Everything from Jazz, Classical through to Modern Pop

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