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...

5 star review  I have been with EP for over 18th months and have seen my portfolio grow in line with my expectations and we were well supported during the recent pandemic. Tom and the team have demonstrated that it was a good decision to select them rather than others and I now have a much better handle on my retirement plan, my lifetime cash flow and with Charlie’s insight an improved bucket list and reading library. The YouTube videos are great but maybe a better choice of Xmas jumpers next year!!

thumb jason morten
June 7, 2021

5 star review  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.

thumb Roger Kimbell
June 7, 2021

5 star review  With EP since April 2018. Service is excellent and investments are performing well. Very pleased.

thumb chris eaton
October 18, 2021

5 star review  My wife and I found Efficient by chance and from our original engagement with Tim Webb and the Team we knew we were in good hands. All of our initial concerns and requirements were dealt with in a professional manner and our plan was open for discussion and tweaked accordingly. If you are looking for financial advice then I would highly recommend you reach out to them!

thumb Kamal Patel
June 7, 2021

5 star review  Tom has managed my portfolio for the last 2-3 years and is very professional and pro active in looking after my needs.

thumb Chris J
June 8, 2021
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