Efficient Portfolio - Rutland - Oakham

Rutland-based Efficient Portfolio is a highly regarded financial planning and investment company that has been assisting clients with their wealth management needs for many years. Located at 30 Melton Rd, Oakham LE15 6AY, United Kingdom, the company offers a range of specialized services to help individuals and businesses achieve their financial goals. Their phone number is 1572342032 and their website is efficientportfolio.co.uk.

Specialties and Services

• Financial planning
• Financial consulting
• Investment services
• Property investment solutions

Efficient Portfolio's team of experienced financial advisors work closely with their clients to understand their unique financial situations and develop tailored strategies to meet their specific needs. The company specializes in a variety of services, including investment management, pension planning, tax-efficient investing, and property investment solutions. By leveraging their expertise and industry knowledge, Efficient Portfolio aims to help clients grow and protect their wealth over the long term.

Accessibility and Convenience

• Online appointments available
• Onsite services provided
• Wheelchair accessible entrance and parking lot
• Wheelchair accessible restroom

Efficient Portfolio is committed to providing a comfortable and accessible experience for all clients. Their office is equipped with a wheelchair accessible entrance, parking lot, and restroom, ensuring that everyone can easily access their services. In addition, the company offers online appointment scheduling, making it convenient for clients to meet with their advisors from the comfort of their own homes.

Customer Reviews and Ratings

Efficient Portfolio has garnered a strong reputation for providing exceptional financial planning and investment services. On Google My Business, the company has received 20 reviews, with an impressive average rating of 4.9/5 stars. Clients praise the company for their expert advice, personalized service, and dedication to helping them achieve their financial goals.

Recommendation

For anyone seeking a reliable and experienced financial advisor in Rutland, Efficient Portfolio is an excellent choice. With their range of specialized services, commitment to accessibility, and exceptional customer reviews, they have earned a well-deserved reputation for excellence in the industry. To learn more about their services or to schedule an appointment, visit their website at efficientportfolio.co.uk or call them at 1572342032. Don't hesitate to take the first step towards securing your financial future with the help of Efficient Portfolio.

👍 Reviews of Efficient Portfolio - Rutland

Steve O.

5/5

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.

Russell B.

5/5

We have been advised by Charlie Reading since the early days of his career as Financial Advisor. He provided sound advice on our pensions and savings when we retired. His advice was carefully matched to our financial goals and our tolerance to risk. The advice has proved to be sound and the results have exceeded our expectations following a very turbulent world financial market over the last fourteen years. We have witnessed his business flourish to its current level where the Efficient Portfolio team excel in technical knowledge, innovation, and customer service.

jason M.

5/5

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!!

Stephanie M.

5/5

I was introduced to Charlie Reading and his team a few years ago and only wish I'd found them sooner. Since i have been a client I have been reassured my pension monies are being invested wisely and the proof is in the returns so far. Feeling safe and secure in the future was my goal and they are helping me achieve this with their wise and honest counsel.

Marja Q.

5/5

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!

Tej A.

5/5

My wife and I found Efficient by chance and from our original engagement with Tim Webb and the Team we knew we were in good hands. All of our initial concerns and requirements were dealt with in a professional manner and our plan was open for discussion and tweaked accordingly. If you are looking for financial advice then I would highly recommend you reach out to them!

Roger K.

5/5

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.

Chris J.

5/5

Tom has managed my portfolio for the last 2-3 years and is very professional and pro active in looking after my needs.