Your Portfolio

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.

Step 1: Personal details

This section asks some generic questions about you, where you live, your employment and your income. Please try to answer as many questions as possible, as this will enable us to make suitable recommendations based on your situation.

Client 1

Annual Income


Client 2

Annual Income


GDPR Preferences:

For us to send you invitations & other beneficial information, please specify how you'd like to be contacted.

Are you a UK resident?

Do you own your own business?

Step 2: Financial Goals

This section is specifically about your unique goals and aims, and is designed to ascertain exactly what you would like your financial planning to focus on. Completion of this section is crucial to developing a bespoke strategy for you, and will make the Exploration Meeting centred on your needs.

What concerns do you have with your current financial situation that you would like to resolve?

And what opportunities would you like to focus on with your future financial planning?

Which is more important to you?

Step 3: Children and Dependants

This section helps to identify any suitable recommendations that could benefit you and your loved ones, now and in future years.





Step 4: Summary of Existing Financial Planning

This section covers all of your existing planning. Please try to provide as much detail as possible, so that we can accurately assess what is and what isn't suitable for your needs.

Protection Policies

Personal Pensions

Employer Pensions

ISAs (stocks and shares) and Collective Investments like Unit Trusts

Investment bonds

Direct Shares

Other Investments / Assets for Investment



Previous Gifts

Loans and Credit cards

Outstanding Student Loans

Step 5: Other details

Financial Planning is a holistic process that looks at all areas of you finances and, indeed, your life style. In order for us to look at your estate planning, protection and savings needs, it is important that we consider factors such as your expenditure, your health and which professionals you currently employ. Again, please try to give as much detail here, as it will enable us to provide a far more accurate strategy for you, which is tailored to your specific needs.

Personal Details

How long will you be paid if you are off sick?

Do you have any Pension Lifetime Allowance Protection?

If yes, how much or type?

If yes, when did you stop paying contributions into pensions?

Have you been married before?

Do you have any children not already mentioned?

Have you got a Will?

Is it up to date?

Do you have any Trusts?

On a scale of 1-10, how strong is your preference for investing in a socially responsible, sustainable or ethical framework?

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
(1= Not Interested, 10= Essential)

Do you have any health problems?

What are your hobbies?

Existing advisers



Financial Adviser

Mortgage Broker

Approximate Monthly Expenditure

Mortgage / Rent

Loans/Credit Card

Household expenses

Leisure (including holidays)

Motor Expenses (fuel, tax, insurance)

Insurances and Insurance Policies

School Fees



Step 6: Your Future

Do you expect to receive an inheritance in the future? If yes, how much and when?

Do you anticipate specific increases/decreases in expenditure e.g. School fees, starting a business, or a world cruise. If so, how much and when?

Do you anticipate making any gifts in the coming years? If so, how much and when?

Do you anticipate any other significant changes to your finances in the future? If so, what, how much and when?

What are the most important things that you would like to be able to afford to do or buy in the future?

Now, let us think about your future. Please complete the table below to help us to understand what goals you have for your life.







Any other information you think will be helpful for us?