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Financial Guidance with Charlie Reading of Efficient Portfolio London WC

Financial Guidance with Charlie Reading of Efficient Portfolio London WC

 

Our chartered firm believes in helping people to clarify and realise their dreams and goals through their financial planning, and as the founder of Efficient Portfolio I am able to provide detailed financial guidance for couples navigating divorce with a view to the future they want to create for themselves – and for their now extended family.

 

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Charlie Reading Cost of Divorce

 

Divorce is an emotionally demanding time, but it has massive implications on your finances too. At Efficient Portfolio we help people to clarify their situations and equip them with the tools to build a new, successful future built around their individual goals.

Suddenly planning your finances as an individual demands a new strategy to ensure you don’t run out of money in the future. You also need to ensure that your financial plan is not derailed if something unexpected happens. Whether your concerns centre on reorganising your finances now, establishing a new financial plan for the future or making sure your plan adapts overtime in line with an ever changing future, we can help.

The prestigious Chartered title is the Financial Services Industry’s gold standard. It is only awarded to firms who can satisfy a rigorous qualification process and show a commitment to continual professional development. Only firms who are committed to the Chartered Institute’s Code of Ethics are able to achieve the coveted Chartered title.

 

People don’t plan to fail, they fail to plan. We want to ensure you don’t.

Just because you are divorcing or your family is ‘changing form’ – doesn’t mean you don’t all

have a bright future ahead.

Call 01572 898060

Email enquiry@efficientportfolio.co.uk

 

 

“I wouldn’t hesitate in recommending Charlie and his team to anyone seeking sound, independent advice on their future financial planning from knowledgeable, nice people.”

Matt Walton, Executive Producer in the TV industry

At each and every stage of our relationship with you, we do everything possible to take away your concerns, exceed your expectations and give you reassurance and peace of mind in your financial future.

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The Kinder Institute suggests that ‘the Life Planning philosophy is founded on the idea that every human being strives to live a life of meaning and purpose’. So what has this all got to with financial planning?

The answer is a new beginning for the industry; financial planning is evolving and developing into something that is no longer about generic products, common goals or generalised strategies. Financial planning is becoming a profession that discovers your unique aspirations and shows you the ways in which these can be achieved. Of course, this is something new to the world of finance and will not become common practice for years to come.

At Efficient Portfolio we are embracing Life Planning. We believe that the client’s core dreams and desires need to be at the forefront of their financial planning. Every client is unique to us and we work hard to give you a future that is completely centred on you, your dreams and your innermost hopes. We aim to break through any self-imposed barriers that are preventing your dreams from coming to light. With this meaningful content we can then build a plan that is as unique as you are.

 

“Charlie has been providing us with professional financial advice for over ten years. He has made complex and often confusing options easy to understand and has supported us to make the right decisions for us and our family as our circumstances change over time. I wouldn’t hesitate to recommend Charlie to others and have already done so with many favourable comments.”
Helen & Chris Wada, Wimbledon

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So don’t hold back on your dreams
contact us today to see how
Life Planning can enrich your future.
Call 01572 898060
Email enquiry@efficientportfolio.co.uk

 

 

Charlie Reading Intelligent Portfolios Cost of Divorce Chartered Financial Planner logo

 

 

Additional Info

Experience:

At Efficient Portfolio, we believe in helping people clarify and realise their dreams and goals through a complete financial planning service. We do this in a structure that is transparent, efficient and simple to understand. Our clients follow the Efficient Portfolio Process, a unique process designed to give them the best advice in all the areas of their finances with the flexibility to meet their objectives as they evolve. We strive to understand 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.

Disclaimer This document is intended for informational purposes only and no action should be taken or refrained from being taken as a consequence of it without consulting a suitably qualified and regulated person. It does not constitute financial advice under the terms of the Financial Services and Markets Act 2000. It is not an offer to sell, or a solicitation of an offer to buy, the instruments described in this document. Past performance is not an indication of future performance. Interested parties are advised to contact the entity with which they deal, or the entity that provided this document to them, if they desire further information. The information in this document has been obtained or derived from sources believed by Efficient Portfolio Ltd to be reliable, but it does not represent that this information is accurate or complete. Any opinions or estimates contained in this document represent the judgement of Efficient Portfolio Ltd at this time, and are subject to change without notice. © 2016 Efficient Portfolio Ltd.

Call 01572 898060

Email enquiry@efficientportfolio.co.uk

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