The Team

We have an incredibly diverse and skilled team, and by working together we can achieve so much more. We value everything everyone brings to the table, and by joining forces, we not only achieve our goals, but grow and improve our business for the better. At Efficient Portfolio we have a team of highly skilled and qualified individuals who can provide guidance to a range of clients.
Alex Wycherley
Paraplanner

Alex joined Efficient Portfolio in January 2017, having worked for a well-known Wealth Management firm for 8 months preceding that. Alex is a Paraplanner, with a Diploma in Regulated Financial Planning, currently working towards obtaining his Chartered status.

Prior to working in the Financial Services industry, Alex took a career break to obtain his Private Pilot’s Licence (Helicopter) and continues to pursue flying in his spare time.

Likes: Dogs, racket sports & tropical climates
Dislikes: British weather
Favourite pastime: Dog walking
Favourite artist/band: Coldplay

Katie Burgess
Paraplanner

Katie has been with Efficient Portfolio since March 2016, working her way up from business administration to a paraplanning position. She has achieved her Diploma in Regulated Financial Planning and is currently working towards chartered status. Her goal is to become a Chartered Financial Planner.

Likes: Music, festivals, travelling, socialising, food
Dislikes: Peanut butter, global warming
Favourite pastime: Exploring, mountain biking, running, going to the gym
Favourite artist/band: Luke Combs or John Mayer

Alex Dalton
Client Relationship Manager

Alex joined Efficient Portfolio in December 2017 as Reception Manager, following a career in hospitality, before developing an interest in Financial Services and progressing into the Client Relationship Management team. She is currently working towards completion of her Diploma in Regulated Financial Planning and recently began training to become a Paraplanner within the Company.

Likes: Cheese, craft beer and walking holidays
Dislikes: Winter, noisy eaters and baked beans
Favourite pastime: Gardening, reading and cooking
Favourite artist/band: Fleetwood Mac, Levellers and The Dead South

Charlie Kinder
Client Relationship Manager

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.

Likes: Red wine, exploring new places
Dislikes: Being cold, deep water, mushrooms
Favourite pastimes: Reading, country walks, cooking (or trying to!)
Favourite artist/band: Foo Fighters, Ed Sheeran

Harry Duval
Client Relationship Manager

Harry joined Efficient Portfolio at the start of 2019. Graduating in the summer of 2018 in Business Management & Golf, he is currently working towards my Diploma in Regulated Financial Planning.

Likes: Football, Golf & Socialising
Dislikes: Queuing
Favourite pastime: Gym
Favourite artist/band: Juice WRLD

Stephanie Tennant
Administration Manager

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

Likes: Words, cheese, gin and chocolate
Dislikes: Rudeness, inconsiderate people, reggae
Favourite pastime: Dancing, fitness, running
Favourite artist/band: Killers / Foo Fighters / Kings of Leon

Helen Lacey
Technical Manager

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

Simon White
Client Relationship Manager

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

Deb Turton
Administration Manager

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

Matt Baird
Paraplanner

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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The first step in achieving your goals is to discuss your current concerns with one of our qualified Financial Planners.
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