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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Tom Senogles APFS

Tom

Tom Senogles

Tom is a Chartered Financial Planner and the Adviser Manager at Efficient Portfolio.

Tom previously worked for sister company Efficient Paraplanning but moved over to Efficient Portfolio in 2016. During his time at Efficient Paraplanning Tom has spent time working for many of the UKs top financial planners and advisers on an outsourced basis giving him a wide range of experience in investments, pensions, and trust and tax planning. During his studies, Tom was awarded best performance in obtaining both the Diploma in Regulated Financial Planning 2016 and Advanced Diploma in Financial Planning 2019 from the Chartered Insurance Institute.

Likes: Formula 1 & Cats
Dislikes: Fruit in puddings, beetroot & red cabbage
Favourite pastimes: Skiing, golf & squash
Favourite artist/band: Damian Marley

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Tim Webb MCSI APFS CertPFS (Securities & DM)

Tim

Tim Webb

Tim has been with Efficient Portfolio since June 2014 and holds numerous specialist qualifications, making him an expert in his field.

Prior to Efficient Portfolio, Tim worked briefly in an accountancy firm where he developed his interest in the financial services sector.

Likes: Science, cars, mindfulness
Dislikes: new potatoes, grey skies, white noise
Favourite pastimes: green therapy, reading
Favourite artist/band: The Weeknd

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Henry Elliston FPFS

Henry

Henry Elliston

Henry is a Chartered Financial Planner, with 15 years’ experience advising clients in the lead up to and reaching retirement.  In particular, he has advised many professionals who have maximised their pension savings, to accrue further savings and maximise the legacy passed on to their loved ones.  He has also been elected a Fellow of the Personal Finance Society and is a Pension Transfer Specialist.

Likes: watching sport, holidays, live music
Dislikes: uncooked eggs
Favourite pastimes: squash, playing with my girls, knocking up a mean Sunday roast and walking the hound
Favourite artist/band: Gorillaz

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Richard Phillips Dip PFS

Richard

Richard Phillips

Richard Phillips has been a Financial Adviser since training with Prudential in 1991, and has been Independent since 2000. He focuses his advice proposition on the active management of client funds both pre and post retirement, including tailored Inheritance Tax planning.
He is also one of relatively few advisers qualified to offer specific advice in the care funding market.

Likes: "one pan" cooking, blues music, relaxing with a glass of wine
Dislikes: Rain, delayed flights, rap music, feta cheese
Favourite pastime: Walking along a beach/through a forest, long lazy breakfasts in bed
Favourite artist/band: I like most music and therefore most artistes but BB King and Kevin Davy White hit the spot.

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