Our Happy Clients
Above all, our goal is to keep our clients happy by providing a professional, transparent, and bespoke service. Here’s what some of our satisfied customers have to say...
We have been advised by Charlie Reading since the early days of his career as Financial Advisor. He provided sound advice on our pensions and savings when we retired. His advice was carefully matched to our financial goals and our tolerance to risk. The advice has proved to be sound and the results have exceeded our expectations following a very turbulent world financial market over the last fourteen years. We have witnessed his business flourish to its current level where the Efficient Portfolio team excel in technical knowledge, innovation, and customer service.
October 15, 2021
With EP since April 2018. Service is excellent and investments are performing well. Very pleased.
October 18, 2021
I was introduced to Charlie Reading and his team a few years ago and only wish I'd found them sooner. Since i have been a client I have been reassured my pension monies are being invested wisely and the proof is in the returns so far. Feeling safe and secure in the future was my goal and they are helping me achieve this with their wise and honest counsel.
June 8, 2021
I have been with Efficient Portfolio for a few years now and feel they have my best interests at heart. With regular reviews, updates and personal access to my own portfolio, I feel very supported by the dedicated and professional team of EP. To be recommended!
October 16, 2021
An excellent firm that cares for its clients, keeps them posted with changes to their accounts, advises new ideas and communicates so much better than many of their competitors. I'm glad we changed to them from our previous advisers.
June 7, 2021