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 is a Chartered Financial Planner and a Full Member of the Chartered Securities Institute. He 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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Adrian Jones

Adrian Jones

Adrian has been an adviser for just under 23 years with the last 19 ½ years working for an employee benefits firm. He has specialised in corporate pensions and have predominantly focused on ‘at retirement’ solutions for members of those schemes. His main line of work is predominantly in SIPP/Drawdown work, advising clients into and through retirement, this also includes other investment advice.

Likes: Dogs, most sports, gardening.

Dislikes: Mushrooms

Favourite pastime: Golf

Favourite band:  Guns n Roses

Likes: Sport, Travelling and Socialising
Dislikes: Frogs
Favourite pastime: Playing Football
Favourite artist/band: Childish Gambino

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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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Charlotte Colton

Charlotte

Charlotte Colton

Charlotte has been with Efficient Portfolio since 2011 but has worked in marketing and business development since graduating from Kings College London in 2007 with a BA in English. Since then she has undertaken several courses and qualifications in marketing and management, including copywriting, advanced social media and a diploma in Internet Marketing. She oversees the operations of the business to ensure that our strategic plans for growth, innovation and the overall wellbeing of our team are achieved. Away from work, Charlotte enjoys travelling and experiencing new cultures, experimenting in the kitchen, classes at the gym, long country walks and the theatre. She spends the majority of her time at home looking after (chasing after!) her two bulldogs; Hector and Claude. She is also a keen writer, both professionally and personally, and in her spare time she supports a local educational charity.
Likes: Dogs, wine and being by the sea Dislikes: Baked beans and snakes Favourite pastime: Country walks, reading and fine dining Favourite artist/band: Led Zeppelin
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Andrea Harrison

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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Alex Wycherley Dip PFS

Alex-W

Alex Wycherley

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.

Likes: Dogs, racket sports & tropical climates
Dislikes: British weather
Favourite pastime: Dog walking
Favourite artist/band: Coldplay

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Katie Burgess Dip PFS

Katie

Katie Burgess

Katie has been with Efficient Portfolio since March 2016, working her way up from business administration to a paraplanning position. She has achieved her Diploma in Regulated Financial Planning and is currently working towards chartered status. Her goal is to become a Chartered Financial Planner.

Likes: Music, festivals, travelling, socialising, food
Dislikes: Peanut butter, global warming
Favourite pastime: Exploring, mountain biking, running, going to the gym
Favourite artist/band: Luke Combs or John Mayer
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