Efficient Portfolio Wealth Management Ltd

Independent Financial Adviser Efficient Portfolio Wealth Management Ltd, Portolion House, 30 Melton Road, Rutland, Oakham, LE15 6AY
FCA verified
10th December 2018
Our chartered firm believes in helping people to clarify and realise their dreams and goals through their financial planning.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
Meet our advisers
adviser-person
Charles Reading DIP PFS
Director
adviser-person
Richard Phillips Dip PFS
Independent Financial Adviser
adviser-person
Tom Senogles Dip PFS
Independent Financial Adviser
Where to find us

Efficient Portfolio Wealth Management Ltd, Portolion House, 30 Melton Road, Rutland, Oakham, LE15 6AY

About us

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.

We are the only Chartered Financial Planning firm in Rutland and pride ourselves on being able to provide you with a planning service built on honesty, professionalism and integrity.

Based in Rutland, and with an office in London, 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 by maximising their income and minimising tax paid.

We also help our clients maximise what they have already built up in their pensions and in other investments by providing them with simple yet cost and tax effective solutions that really can make a difference to your future.

Our services

You should blossom in retirement. It should be a time of happiness, adventures and enjoying the fruits of your labour. Sadly, this often isn't the case. So we want to start a retirement revolution and make your later years your best years!

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Although we aim to deliver the highest standards of service, there may be occasions when our service or advice fails to meet our clients expectations. As a compliant and ethical firm, dedicated to continually improving our service, we have compiled this guide in order to communicate our complaints process and clearly show you what to do should you feel the need to complain. This process has been designed to meet the requirements of the Financial Conduct Authority (FCA) and the Financial Ombudsmen Service (FOS).

Our internal complaints proceedure can be found here:

Contact details for FOS can be found here:

Contact details for the FCA can be found here:http://www.fca.org.uk/site-info/contact

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