Efficient Portfolio Wealth Management Ltd

Independent Financial Adviser 17 Earl Street, Oxfordshire, Oxford, OX2 0JA
First meeting at adviser's own cost
Response rating
10/10
FCA verified
17th June 2019
Providing individually tailored financial plans to to help clients clarify and then meet their future goals and aspirations.
We can advise you on
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Henry Elliston AFPC
Chartered Financial Adviser
Accreditations
Chartered Financial Planner
What our clients say
I had 3 pensions that I had set up with previous jobs. Henry very looked at all the of the pensions and advised me to consolidate them all into 1 cheaper plan. He has a very professional and friendly approach and spent a lot of time explaining the reasons behind his advice. I found the whole process very easy to understand and I'm very happy to recommend him to others.
Mary, Oxford
Henry Elliston was very helpful, first of all, in giving me information that allowed me to understand details about USS pension in UK and pension systems in US as well. Based on this understanding, Henry helped to perform detailed analysis of my pension situation, which is very important for my long-term financial planning.
A Seryi, Oxford
Where to find us

17 Earl Street, Oxfordshire, Oxford, OX2 0JA

Make an enquiry
About us

What do you still need to tick off the bucket-list?
When do you want to retire?
How much will you need to retire happily on?
What legacy would you like to leave?
Are your plans for retirement working in a way you expected them to?

We spend time considering these questions with our clients - everyone is different, and so are their aspirations and financial goals. Together we will define your goals and then work together to draft a plan, set it in place and then regularly monitor it to see that your plans remain on track. Often we will provide a lifetime cash-flow model, so that you can picture how your future finances will map out and forecast any changes you might want to make.

Efficient Portfolio is a Chartered IFA, putting it in the top 7% of companies nationwide. I too am proud to have achieved Chartered Financial Planner status and also to have been elected a Fellow of the Chartered Institute of Insurers. I am also a qualified pension transfer specialist.

Our services

Henry is a chartered financial planner, offering knowledgeable, but simply explained advice to individual clients with a friendly open approach.

He advises clients particularly nearing or reaching retirement, helping them to map out their future finances, so they can rest easy in the knowledge that their income will last, so they can enjoy a happy and fulfilled retirement, ticking off the goals on their bucket list.

He also advises clients whose estate will attract Inheritance Tax, reducing the liability with investments or insurance and maximising the legacy that can be passed to their loved ones.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Efficient Portfolio Wealth Management Ltd. is authorised & regulated by The Financial Conduct Authority (522512)

A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

The FCA do not regulate inheritance tax planning.

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