Alex Wycherley Dip PFS

Alex Wycherley

Alex Wycherley joined Efficient Portfolio in January 2017, having worked for a well-known Wealth Management firm for 8 months preceding that. He is currently a Paraplanner and is working towards his Diploma in Financial Planning, with the final exam coming up in July. Following that he will then progress towards obtaining the APFS qualification. 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.

Katie Burgess Dip PFS

Katie Burgess

I have been with Efficient Portfolio for over 3 years, working my way up from business administration to a paraplanning position. I have achieved my Diploma in Regulated Financial Planning and am currently working towards chartered status. I also hope to complete my Certificate in Paraplanning within the coming months. My current role within the business is Paraplanner, which involves researching and writing up Financial Plans for our advisers. In the future, my goal is to progress to become a Chartered Financial Planner within the company.

Molly Warren Dip PFS

Molly Warren

Molly has been with Efficient Portfolio since March 2015, and has spent her time at the company gaining knowledge and experience in various areas of Financial Planning. She holds the Diploma in Regulated Financial Planning and the Certificate in Financial Services, and is now working towards her Chartered status. She also has a keen interest in the Estate Planning sector. Molly has recently undertaken the STEP Certificate for Financial Services - Trusts and Estate Planning, and is hoping to become a STEP Affiliate Member in 2020.

Alex Baker

Alex Baker

Your likes: Travelling & real ale

Your dislikes: The cold & spiders

Your favourite pastimes: Horse riding, reading & cooking

Your favourite artist/band: Fleetwood Mac

Charlie Kinder

Charlie Kinder

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

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Stephanie Tennant

Stephanie Tennant

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.

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