Helen Lacey

Helen

Helen Lacey

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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Simon White

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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 Watts

Deb New

Deb Watts

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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Matt Baird

Matt

Matt Baird

Matt joined Efficient Portfolio at the beginning of 2021. He has been working in the finance industry for over 8 years. During this time he has undertaken many qualifications earning him his Diploma in Regulated Financial Planning and is currently working towards obtaining his Chartered status.

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

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