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

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

Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Make an enquiry Request a call back 08000 549933 Recommend to a friend

Meet our advisers

Henry Elliston AFPC

Chartered Financial Adviser

Qualifications & Accreditations Hide qualifications

AF5 - Financial Planning Process (CII)

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

AF1 - Personal Tax and Trust Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

Chartered Financial Planner (CII)

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

AF4 - Investment Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

Accreditations

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.

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.

Make an enquiry Request a call back 08000 549933 Recommend to a friend

We can advise you on

Financial planning
- Wealth management
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Advice methods

Telephone
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

Make an enquiry Request a call back 08000 549933 Recommend to a friend

Contact options

Make an enquiry Request
a call back 08000 549933 Recommend to a friend

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