Our Story

Since 2006 Efficient Portfolio have aimed to provide truly independent financial planning, but how did we start and what inspired the firm we are proud of today?

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


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.


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


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.


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).


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.


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


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.


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.