Efficient Portfolio Wealth Management Ltd

Independent Financial Adviser  17 Earl Street, Oxford, Oxfordshire, OX2 0JA
First meeting at adviser's own cost
Providing individually tailored financial plans to to help clients clarify and then meet their future goals and aspirations.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Henry Elliston AFPC
Chartered Financial Adviser

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.

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

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

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

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

Accreditations
Chartered Financial Planner
What our clients say
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
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
My ex and I were splitting up and needed help working out how best to share our money as I'm not great with my finances. My ex had a final salary pension, which was really complicated, and we had some other savings/pensions as well. Henry reviewed everything and then gave us really clear guidance on how best to share the assets, which has proven to be very fair. Henry is a also provided me with comfort that I will have enough money in future (provided I keep saving towards my pension!). I highly recommend him for his friendly, professional and generous advice.
A Tote, Oxford
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.

Where to find us
Head office address: 17 Earl Street, Oxfordshire, Oxford, OX2 0JA
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 14th September 2020

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