Victoria Sauntson

Victoria

Victoria Sauntson

Victoria is a skilled Personal Assistant with over 14 years of office-based experience in the private sector. She has been with Efficient Portfolio since 2018 and is now expanding her role to take on the role of Digital Marketing Manager, so that she can expand her skill set and knowledge.

Likes: Puzzles, travelling, chocolate
Dislikes: Running, Brussel sprouts, slow walkers
Favourite pastimes: Escape Rooms, Geocaching, family games nights, dancing
Favourite artist/band: Wolfmother (at the moment)
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Charlie Kinder

Charlie K

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.


Likes: Red wine, exploring new places
Dislikes: Being cold, deep water, mushrooms
Favourite pastimes: Reading, country walks, cooking (or trying to!)
Favourite artist/band: Foo Fighters, Ed Sheeran
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Harry Duval

Harry

Harry Duval

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.


Likes: Football, Golf & Socialising
Dislikes: Queuing
Favourite pastime: Gym
Favourite artist/band: Juice WRLD
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Stephanie Tennant

Steph

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 is working towards her Diploma in Regulated Financial Planning and is looking forward to the opportunities this will afford her career.


Likes: Words, cheese, gin and chocolate
Dislikes: Rudeness, inconsiderate people, reggae
Favourite pastime: Dancing, fitness, running
Favourite artist/band: Killers / Foo Fighters / Kings of Leon
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Helen Morris

Helen

Helen Morris

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.


Likes: Cats, Champagne, Classic FM
Dislikes: Icy roads, Moths, Red onion
Favourite pastimes: Going to art galleries, theatre & cinema, Pilates, going on long walks.
Favourite artist/band: Stereophonics
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Sarah Biggs

Sarah Biggs

Sarah joined Efficient Portfolio in June 2020. She moved to Rutland after 14 years in London and a year living in Hong Kong. You will find Sarah managing the reception in our Oakham office as well arranging the logistics for our Chartered Financial Planners as their Personal Assistant.


Likes: prosecco, fine dining, travelling
Dislikes: cold weather, cucumber, sweetcorn
Favourite pastimes: cooking, reading, country walks
Favourite artist/band: Fleetwood Mac, Moby
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Simon White

Simon White

Simon joined Efficient Portfolio in August 2020. He has many years experience in customer service and administration of Life and Pension policies. Simon is studying towards his Diploma in Regulated Financial Planning and is excited to learn and take on more as he progresses.


Likes: Real Ale, Sci-fi, Northampton Saints
Dislikes: Parking, Football, Avocados
Favourite Pastimes: Gaming, reading and a little too much socialising.
Favourite Artist/Bands:  At time of writing; Decembrists, Roadkill Ghost Choir, Blur
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Deb Turton

Deb Turton

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.


Likes: mountains, Lord of the Rings, rain
Dislikes: slow drivers, butterflies, bad spelling
Favourite pastimes: West End musicals, reading, walking in the rain
Favourite artist/band: Sara Bareilles
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