Alex joined Efficient Portfolio in January 2017, having worked for a well-known Wealth Management firm for 8 months preceding that. Alex is a Paraplanner, with a Diploma in Regulated Financial Planning, currently working towards obtaining his Chartered status.
Prior to working in the Financial Services industry, Alex took a career break to obtain his Private Pilot’s Licence (Helicopter) and continues to pursue flying in his spare time.
Alex joined Efficient Portfolio in December 2017 as Reception Manager, following a career in hospitality, before developing an interest in Financial Services and progressing into the Client Relationship Management team. She is currently working towards completion of her Diploma in Regulated Financial Planning and recently began training to become a Paraplanner within the Company.
Charlie joined Efficient Portfolio in October 2018. She is an English Language graduate with a background in administration. Charlie is studying towards her Diploma in Regulated Financial Planning and is enjoying this opportunity to learn and broaden her experience.
Harry joined Efficient Portfolio at the start of 2019. Graduating in the summer of 2018 in Business Management & Golf, he is currently working towards my Diploma in Regulated Financial Planning.
Stephanie joined Efficient Portfolio in February 2019. She has many years’ experience in office-based roles, having previously run a small business and worked in the legal sector.
Stephanie is working towards her Diploma in Regulated Financial Planning and is looking forward to the opportunities this will afford her career.
Helen has worked in the Insurance and Financial Services sectors for the last 16 years. She joined Efficient Portfolio as a Paraplanner in 2019. Helen has achieved her Certificate in Paraplanning and Diploma in Regulated Financial Planning. She also holds her Pension Transfer Specialist qualification and is currently working towards Chartered status.
Deb joined Efficient Portfolio in February 2020. She is an experienced administrator working for over 20 years in the business and finance sectors. She is enjoying studying for her Award in Financial Administration.
Matt joined Efficient Portfolio at the beginning of 2021. He has been working in the finance industry for over 8 years. During this time he has undertaken many qualifications earning him his Diploma in Regulated Financial Planning and is currently working towards obtaining his Chartered status.
