Angela Elder

Angela

Angela Elder

Angela has been with Efficient Portfolio since January 2014 and is now working with the Company Accounts. Angela has 19 Years in Accountancy roles and holds AAT Qualifications & Bookkeeping. Angela is working her way with studying and taking accountancy exams and her goal is to attain the Chartered Accountant qualification. Angela is an avid Reader and has recently become a keen runner.

Victoria Sauntson

Victoria

Victoria Sauntson

Victoria is a skilled Personal Assistant with over 14 years of office-based experience in the private sector. She is now expanding her role to take on some of the digital marketing elements of the business, so that she can expand her skill set and knowledge.

Your likes: puzzles, travelling, chocolate
Your dislikes: running, Brussel sprouts, slow walkers
Your favourite pastimes: Escape Rooms, Geocaching, family games nights, reading
Your favourite artist/band: The Black Keys (at the moment)

Show moreless

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.

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

Show moreless

Harry Duval

Harry

Harry Duval

Recently joined efficient portfolio at the start of the 2019 year.
Graduating in the summer of 2018 in Business Management & Golf, I am now seeking a career in financial services and currently working towards my Diploma in Regulated Financial Planning.

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

Helen Morris

Helen

Helen Morris

Helen has recently joined Efficient Portfolio as a Paraplanner, having worked in Insurance and Financial Services for the last 15 years. Helen holds the CII DipPFS, Pension Transfer Specialist and CertPFS (Paraplanning) qualifications. With a keen interest in Art, Theatre, World Cinema and Classical Music, she also enjoys travelling, cooking, gardening, going to the gym and Pilates.

GET IN TOUCH