Finances can be confusing, so we have created a series of free, educational events, books and online resources to help build your knowledge and confidence.
Charlie joined Efficient Portfolio in October 2018. She is an English Language graduate with a background in administration. Charlie is studying towards her Diploma in Regulated Financial Planning and is enjoying this opportunity to learn and broaden her experience.
Your likes: red wine, exploring new places
Your dislikes: being cold, deep water, mushrooms
Your favourite pastimes: reading, country walks, cooking (or trying to!)
Your favourite artist/band: Foo Fighters, Ed Sheeran
The first step in achieving your goals is to discuss your current concerns with one of our qualified Financial Planners.