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
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
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.
Likes: Cheese, craft beer and walking holidays
Dislikes: Winter, noisy eaters and baked beans
Favourite pastime: Gardening, reading and cooking
Favourite artist/band: Fleetwood Mac, Levellers and The Dead South
Likes: Fine Bordeaux & Burgundy wine & Cooking
Dislikes: Spiders and standing in ques
Favourite pastime: Reading/Running
Favourite artist/band: Stone Roses, Oasis and Deep Electronic House music
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)
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
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
Favourite pastime: Gym
Favourite artist/band: Juice WRLD
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