Efficient Portfolio - Rutland - Oakham

Efficient Portfolio - Rutland: A Comprehensive Financial Planning and Investment Service

Efficient Portfolio, located at Address: 30 Melton Rd, Oakham LE15 6AY, United Kingdom, is a renowned firm offering financial planning, consulting, and investment services. With a Phone: 1572342032 and a user-friendly website at Website: efficientportfolio.co.uk, this company has built a strong reputation in the industry.

Specializing in financial planning, financial consulting, and investment services, Efficient Portfolio also serves as a property investment company. Their expertise lies in helping clients make informed decisions about their financial future, ensuring their investments are tailored to their unique goals and risk tolerance.

The firm offers several convenient features, including online appointments for those with busy schedules. Additionally, they provide on-site services for clients who prefer in-person consultations. For clients with mobility concerns, Efficient Portfolio offers easy access with a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet.

Client testimonials speak highly of Efficient Portfolio's services. With 20 reviews on Google My Business, the company boasts an impressive average opinion of 4.9/5. This high rating reflects the firm's commitment to client satisfaction and their ability to deliver results.

When searching for a reliable financial planning and investment service, consider the following:

1. Credentials and experience: Ensure the firm has the necessary certifications, qualifications, and a proven track record in the industry.
2. Customized services: Look for a company that takes the time to understand your unique financial situation and goals, offering tailored advice and strategies.
3. Communication: Choose a firm that communicates clearly and openly, keeping you informed throughout the decision-making and investment process.
4. Accessibility: Consider a company that offers flexible appointment options and easy access for clients with mobility concerns.

Reviews of Efficient Portfolio - Rutland

Steve O'Hara

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 Blandford

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 morten

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 MacKellar

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 Quak

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 Assets

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 Kimbell

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.