Financial Guidance with Chartered Financial Planner Charlie Reading APFS of Efficient Portfolio (Rutland, Leicestershire, Lincolnshire, Doncaster and Cambridgeshire)
Our Chartered firm believes in helping people to clarify and realise their goals through tailored financial planning. As founder of Efficient Portfolio, I am able to use my knowledge and expertise to help couples navigating divorce create the secure future they want, both for themselves and for their extended families. Serving Rutland and surrounding counties.
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 that you don’t all have a bright and prosperous future ahead.
Call 01572 898060
“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.
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
So don’t hold back on your dreams
contact us today to see how
Life Planning can enrich your future.
Call 01572 898060