Efficient Portfolio

General information

Efficient Portfolio specialises in investment, retirement and tax planning, whilst providing an integrated financial planning solution that covers all areas of the financial world. A substantial part of our work is in helping people plan for their retirement, particularly in the latter years, and maximising their income at retirement whilst minimising tax paid.
The world of pensions in particular is a confusing place, and unfortunately many pensions are simply not good enough. They are not providing their owners with the returns or the income that they should. We help our clients maximise what they have already built up in this area and in other investments. We provide them with simple yet cost and tax effective solutions that really can make a difference to your future.
About Efficient Portfolio
We provide our clients with a complete financial planning service; specialising in retirement, investment and tax planning. We are dedicated to helping our clients achieve their financial objectives and goals by securing them a successful financial future. We do this in a structure that is transparent, efficient and simple to understand. Our clients follow the Efficient Portfolio Process, a unique process designed to give them the best advice in all the areas of their finances with the flexibility to meet their objectives as they evolve.
Based in Seaton, Rutland, we are members of the Personal Finance Society, Chartered Institute of Insurers and the Association of Independent Financial Advisers, and are committed to the PFS code of ethics.
We feel that the fairest way to work for our clients is on a fee basis. We believe that it is the only way to be totally independent, and that much of the financial services industry’s problems have been caused by inexperienced commission earning salesmen.
People don’t plan to fail, they fail to plan. We want to ensure you don’t
At each and every stage of our relationship with you, we do everything possible to take away your concerns, exceed your expectations and give you reassurance and peace of mind in your financial future.