4 Minute
Retirement Plan

At Efficient Portfolio, we believe in helping people clarify and realise their dreams and goals through financial planning. We do this by taking you through a unique process that allows you to get a better understanding about us, of what you want to achieve in the future and what concerns you have about the present. We can then build your financial planning to help deliver exactly this.

  • Poor
  • Ok
  • Good
  • not enough
  • the bare minimum
  • sufficient
  • lots
  • 50
  • 75
  • < 70
  • 70-80
  • 80-90
  • 90-100
  • 100+
  • 2%
  • 3%
  • 4%
  • 5%
  • 6%
  • 7%
  • 8%
  • 1%
  • 2%
  • 3%
  • 4%
  • 5%
  • £ 0
  • £ 1.000.000
£
  • £ 0
  • £ 1.000.000
£
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
don't know
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
don't know
  • Almost never
  • Occasionally
  • Annually
  • £ 0
  • £ 10.000.000
£
  • What to do
  • How to stay healthy
  • Nothing, when can I get started!
  • Help loved ones more
  • Travel
  • Improve health
  • £ 0
  • £ 10.000.000
£
  • £ 0
  • £ 10.000.000
£
  • £ 0
  • £ 5.000.000
£
  • £ 0
  • £ 1.000.000
£
IMPORTANT: You must press 'Finish' to get your 4 minute retirement plan!
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Why not complete our 4 minute retirement plan and get a personalised plan in your inbox now!

Why not complete our 4 minute retirement plan and get a personalised plan in your inbox now!