Financial Guidance with Henry Elliston of Efficient Portfolio London WC
People don’t plan to fail, they fail to plan.
We want to ensure you don’t.
At Efficient Portfolio, we believe in helping people clarify and realise their dreams and goals through financial planning. We can 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.
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 over time 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 that 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.
‘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 to understand, 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 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.’
‘The Efficient Portfolio ethos has not only provided a much more comfortable picture about my finances, but the whole engagement encourages positive thoughts about more life-options with those finances. This ethos encourages a more ‘holistic’ view about life… not just finances but more importantly working towards better wellbeing and happiness and building in lifetime ambitions with my family and friends.’
‘Because my marital situation changed almost two years ago, this is the first time I have had to deal with financial matters on my own. Anytime I have asked to see Henry, I have been dealt with very thoughtfully and helpfully, which I really have appreciated. Henry and Efficient Portfolio are aware of my personal situation and have given me the confidence to consult them when necessary.’