Charlie Reading APFS

Chartered Financial Planner
Charlie Reading APFS
Charlie Reading APFS
Likes
Spending time with my family, particularly travelling with them
Dislikes
Baked Beans & offal
Pastimes
Scuba diving, cycling, running, swimming & golf
Favourite Band/Artist
Mumford & Sons

Eric Duckworth FPC MAQ

Eric Duckworth FPC MAQ
Likes
Food & cooking
Dislikes
Hospitals
Pastimes
Swimming & walking
Favourite Band/Artist
Adele

Charlotte Colton

Charlotte Colton
Likes
Dogs, good wine & places near the sea
Dislikes
Baked beans & football
Pastimes
Going to the gym, reading, eating out & going to the theatre
Favourite Band/Artist
Led Zeppelin

Alex Wycherley

Alex Wycherley
Likes
Wagamama & squash
Dislikes
Public transport & budget airlines
Pastimes
Spear fishing & flying
Favourite Band/Artist
Red Hot Chili Peppers

Tim Webb Dip PFS

Tim Webb Dip PFS
Likes
Keeping fit & reading
Dislikes
New potatoes & milky tea
Pastimes
Cooking & the gym
Favourite Band/Artist
Beethoven and Michael Jackson

Daniel Smalley

Daniel Smalley
Likes
Cooking & travelling
Dislikes
Rock music & British weather
Pastimes
Cycling
Favourite Band/Artist
Drake

Angus Erskine

Angus Erskine
Likes
Polo & shooting
Dislikes
Buses & rats
Pastimes
Boxing & rugby
Favourite Band/Artist
Nirvana

Angela Elder

Angela Elder
Likes
Italian food
Dislikes
Spiders & the cross trainer
Pastimes
Running & wine
Favourite Band/Artist
Stone Roses

Katie Burgess

Katie Burgess
Likes
Gym, travelling & seafood
Dislikes
Cow’s milk & horseradish
Pastimes
Blogging & fashion
Favourite Band/Artist
Craig David

Alex Baker

Alex Baker
Likes
Travelling & real ale
Dislikes
The cold & spiders
Pastimes
Horse riding, reading & cooking
Favourite Band/Artist
Fleetwood Mac

Tom Senogles

Tom Senogles
Likes
Formula 1 & cats
Dislikes
Fruit in puddings, beetroot & red cabbage
Pastimes
Skiing, golf & squash
Favourite Band/Artist
Damian Marley

Molly Warren

Molly Warren
Likes
Coffee & tequila
Dislikes
Tomato ketchup
Pastimes
Travelling, baking & shopping
Favourite Band/Artist
Taylor Swift

Toby Colton

Toby Colton
Likes
Cooking, martial arts & dogs
Dislikes
Raw chicken & flying
Pastimes
Travelling, diving & motorbiking
Favourite Band/Artist
Anything from Mozart to The Doors

Kate Bingham

Kate Bingham
Likes
Holidays, My husband & children
Dislikes
Snakes & coat hangers
Pastimes
Arranging parties & celebrations
Favourite Band/Artist
London Grammar

Our core values

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Our story

1999

Charlie becomes a Financial Adviser in London, to help people do more with their money.

1999
2000

Charlie joins the largest firm of Independent Financial Advisers in the UK, Inter-Alliance PLC, to give independent advice rather than sell one company’s products.

2000
2006

Charlie sets up Efficient Portfolio

Charlie sets up Efficient Portfolio to be a truly independent firm, because he was dissatisfied with the product-focused, commission-driven approach of the industry.

2006
2006

Efficient Portfolio open their Rutland office

Efficient Portfolio open their Rutland office, in additional to their London base, as Charlie becomes a Dad and wants to raise his children in the rural county from where he originated.

2006
2010

Efficient Portfolio Wealth Management

Efficient Portfolio Wealth Management is created so that the firm no longer need the help of a network, and are directly authorised through the FSA (as it was then, now the FCA).

2010
2014

Efficient Portfolio

Efficient Portfolio move to their new London office at One Alfred Place, to create an even better environment to help our London clients.

2012

Efficient Portfolio Wealth Management

Efficient Portfolio Wealth Management is awarded Chartered Status, the gold standard for our industry, placing us in the top 7% of all advisory practices in the UK, and the first in Rutland.

2012
2015

Charlie’s first book

Charlie’s first book, "The Dream Retirement: How to Secure your Money and Retire Happy" is published in order to get a deeper message out to both our clients and a wider audience.

2015
2018

Efficient Portfolio

Efficient Portfolio moves into its new Grade II listed Rutland Office in the centre of Oakham to create an even better environment to help our Rutland clients.

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