Our Happy Clients
No matter your background or age, our wealth management services can help you plan, manage and fulfil your financial goals. Here’s what our clients have to say…
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!!
June 7, 2021
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
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
We have been with Efficient Portfolio for several years. Having passed the age of 55 with a number of pensions I did not know what would be the best way forward for using these to get the best for our retirement. After a very productive meeting taking into account our personal situation, future requirements etc they put forward a financial plan for years to come. We are extremely happy with every aspect of the plan, the professionalism and friendliness of all member of staff plus the support they offer and a feeling of having a secure plan for our future. I would definitely recommend Efficient Portfolio for your financial planning.
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