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.
Charlotte Colton
Business Development Manager

Charlotte has been with Efficient Portfolio since 2011 but has worked in marketing and business development since graduating from Kings College London in 2007 with a BA in English. Since then she has undertaken several courses and qualifications in marketing and management, including copywriting, advanced social media and a diploma in Internet Marketing. She oversees the operations of the business to ensure that our strategic plans for growth, innovation and the overall wellbeing of our team are achieved. Away from work, Charlotte enjoys travelling and experiencing new cultures, experimenting in the kitchen, classes at the gym, long country walks and the theatre. She spends the majority of her time at home looking after (chasing after!) her two bulldogs; Hector and Claude. She is also a keen writer, both professionally and personally, and in her spare time she supports a local educational charity.

Likes: Dogs, wine and being by the sea
Dislikes: Baked beans and snakes
Favourite pastime: Country walks, reading and fine dining
Favourite artist/band: Led Zeppelin

Angela Elder
Finance Manager

Angela has been with Efficient Portfolio since January 2014 and is now working with the Company Accounts. Angela has 19 Years in Accountancy roles and holds AAT Qualifications & Bookkeeping. Angela is working her way with studying and taking accountancy exams and her goal is to attain the Chartered Accountant qualification. Angela is an avid Reader and has recently become a keen runner.

Likes: Fine Bordeaux & Burgundy wine & Cooking
Dislikes: Spiders and standing in ques
Favourite pastime: Reading/Running
Favourite artist/band: Stone Roses, Oasis and Deep Electronic House music

Victoria Sauntson
Executive PA & Digital Marketing Manager

Victoria is a skilled Personal Assistant with over 14 years of office-based experience in the private sector. She has been with Efficient Portfolio since 2018 and is now expanding her role to take on the role of Digital Marketing Manager, so that she can expand her skill set and knowledge.

Likes: Puzzles, travelling, chocolate
Dislikes: Running, Brussel sprouts, slow walkers
Favourite pastimes: Escape Rooms, Geocaching, family games nights, dancing
Favourite artist/band: Wolfmother (at the moment)

Sarah Biggs
Reception Manager & Adviser PA

Sarah joined Efficient Portfolio in June 2020. She moved to Rutland after 14 years in London and a year living in Hong Kong. You will find Sarah managing the reception in our Oakham office as well arranging the logistics for our Chartered Financial Planners as their Personal Assistant.

Likes: prosecco, fine dining, travelling
Dislikes: cold weather, cucumber, sweetcorn
Favourite pastimes: cooking, reading, country walks
Favourite artist/band: Fleetwood Mac, Moby

Book a chat with our experts

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