Our Commitment to Data Security

Service-Led Correspondences

Financial planning is an ever-evolving journey. Rules surrounding wealth constantly change, the markets fluctuate and new opportunities for you to save tax, boost performance or further protect your financial security continually present themselves. From time to time, as a crucial part of your ongoing service from Efficient Portfolio, we may need to contact you regarding your portfolio, performance or potential opportunities. These correspondences are part of the service we provide and form a crucial part of your financial planning.

Optional Correspondences

However, in addition to these correspondences, we also like to keep our clients fully informed of the wider picture. In correspondences such as our newsletter, educational events and details of our ever-evolving services, we will give you all the information you need to make a rounded decision concerning your planning and offer some ‘entertainment-led’ opportunities too.

It is completely your decision as to whether or not you receive optional correspondences. We will only send you correspondences of this nature by e-mail, SMS, or phone if you have given us specific consent.

In order for us to contact you, please tick which types of marketing you would like to receive:

Monthly newsletters and blog articles
Event invitations and information (for Example, ‘The Wealth Workshop’, The Efficient Portfolio Golf Day, charity balls or racing events).
Information about new services that could benefit you and your family
Information about new materials we can provide to support your planning, e.g. new books or videos.

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Full details of our Privacy Policy and how we handle your data can be found on our website.

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