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

    thumb chris eaton
    October 18, 2021

    5 star review  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.

    thumb Russell Blandford
    October 15, 2021