Our Financial Planning and Wealth Management Services

At Efficient Portfolio, we strive to help our clients build a financial future that they can rely on, and we do this by offering an array of wealth management services and financial advice. No matter your age, background, or circumstances, we are dedicated to helping you realise your financial goals.

Our Wealth Management Services and Financial Advice

All our services are delivered with a holistic approach with the highest level of strategic expertise. We offer everything from business financial planning services to family wealth management services, and beyond.

Financial advice is a service that everyone can benefit from. It’s never too early or too late to start building a financial future that you, and your loved ones, can truly rely on.

Retirement Planning

Without a doubt, reaching retirement is one of the most important milestones of your life. The financial decisions you make today can greatly impact your tomorrow, so don’t hesitate to start your retirement planning.

Investment Management

A flexible yet sustainable investment strategy is the foundation of a comfortable and secure future. Whether you seek to reassess your portfolio or start building one from scratch, we have an array of investment planning services to suit your needs.

Financial Protection

Our private wealth management services are designed to help protect the assets you have worked so tirelessly to accumulate. Financial protection is a vital part of financial planning that ensures you’ll always have something to fall back on.

Estate Planning

Leaving a legacy behind for your loved ones is a top priority for many of our clients. Our family wealth management and estate planning services can ensure that all your wishes are fulfilled when you are no longer here and your legacy can live on.

Mortgage Advice

Many of us can visualise what our dream home looks like, but only a few figure out how to materialise this vision. Using financial and mortgage advice can help boost your chances of securing the right mortgage for your needs.

Our Fees

Depending on the type of financial advice you require, our fees will vary. However, you can rest assured that our fees are calculated with complete transparency and fairness before any work is conducted.

Tools and Calculators

Deciding which investment planning services suit your individual needs can be difficult. That’s why we offer our clients an array of free financial planning tools and calculators to help them gain a better understanding of their financial future.

Book a chat with one of our team

The first step to achieving your goals is to discuss your concerns with a member of our team.

Our Approach to
Financial Planning

We approach financial planning with several core principles that are integral to the ethos of our company. To begin with, we offer complete empathy whilst focusing on your financial future. Our team of financial experts provide impartial advice that is both chartered and innovative.

Not only this, but we aim to educate and enlighten our clients about their finances, so that they never encounter any surprises along the way. Above all, we operate with full transparency, which allows your confidence in us, and your finances, to grow to their maximum potential.

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…

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

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

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!

thumb Marja Quak
October 16, 2021

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

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.

thumb Steve O'Hara
June 8, 2021

Meet the Team

Our team of wealth management advisors are experts in all types of financial planning services. We operate with a client-centric ethos so that you can benefit from a bespoke financial advisor service.

Meet the Team

Latest Articles

At Efficient Portfolio, we pride ourselves on offering the most relevant and up-to-date financial services. Therefore, we believe that keeping up with industry trends is pivotal. If you’re interested in learning more, check out our latest articles.

FAQs

Still haven’t found the answer you’re looking for? Head over to our most frequently asked questions on our financial planning FAQ page.

Our Events

If you are eager to start exploring your asset and wealth management options, but you’re not sure to start, we’ve got you covered. We’ve compiled a wide range of free educational events and webinars to help guide you through the process.

Book a chat with one of our team

The first step to achieving your goals is to discuss your concerns with a member of our team.
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