Finances can be confusing, so we have created a series of free, educational events, books and online resources to help build your knowledge and confidence.
Your likes: Travelling & real ale
Your dislikes: The cold & spiders
Your favourite pastimes: Horse riding, reading & cooking
Your favourite artist/band: Fleetwood Mac
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.
Your likes: red wine, exploring new places
Your dislikes: being cold, deep water, mushrooms
Your favourite pastimes: reading, country walks, cooking (or trying to!)
Your favourite artist/band: Foo Fighters, Ed Sheeran
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 has just begun working towards her Diploma in Regulated Financial Planning and is looking forward to the opportunities this will afford her career.