Efficient Portfolio Wealth Management Ltd
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Financial planning
- Wealth management
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
17 Earl Street, Oxfordshire, Oxford, OX2 0JA
Contact 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?
I spend our time considering these questions with my 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 plan remain on track. Often we will also back this with 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.
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.
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