In the top 14% of Chartered Financial Planners in the UK
Efficient Portfolio is headed by Charlie Reading an inspiring and driven individual that l suspect has discovered the art of cloning…
We started working with Charlie and the team a few years ago now and have collaborated beautifully to create some amazing tools to help you plan for your future.
Don’t believe me? Complete the 4 minute Retirement Plan below and get a bespoke X page PDF giving you a lifetime cash forefast (Based on the answers to your questions) telling you if you have more life than your money…
It is designed to give you information that is relevant to you. No marketing rubbish, it’s an amazing tool and you should spend 4 minutes of your time doing it. It will make you see your future in a different light if you spend the time reading your report in detail.
We developed this not only as web-based tool to position Efficient Portfolio as experts in the industry (online) but have also deployed the same software at Trade Shows around the country.