Efficient Portfolio - Rutland - Oakham

Efficient Portfolio - Rutland, located at 30 Melton Rd, Oakham LE15 6AY, United Kingdom, is a well-established financial planning and investment services company that has been serving clients in the UK for several years. Their team of experienced professionals specializes in providing tailored financial solutions, including financial planning, consulting, and property investment advice. The company is committed to helping individuals and businesses achieve their financial goals through efficient and effective strategies.

Key Features and Services

Efficient Portfolio - Rutland offers a range of services that cater to various financial needs. Some of their key specialties include:

• Financial planner: They provide personalized financial planning services to help clients achieve their long-term financial objectives.
• Financial consultant: The team offers expert advice on a wide range of financial matters, including investments, retirement planning, and tax optimization.
• Investment service: Efficient Portfolio - Rutland helps clients build and manage their investment portfolios, aiming to maximize returns while minimizing risk.
• Property investment company: They assist clients in identifying lucrative property investment opportunities and provide guidance throughout the investment process.

Accessibility and Facilities

To ensure a comfortable experience for all clients, Efficient Portfolio - Rutland offers several amenities and accessibility features:

• Online appointments: Clients can schedule their consultations and meetings online, making it convenient to fit financial planning into their busy schedules.
• On-site services: The company provides a range of services directly at their office, allowing clients to discuss their financial needs in person.
• Wheelchair-accessible car park, entrance, and toilet: Efficient Portfolio - Rutland is committed to providing equal access for all clients, with designated parking spaces, an accessible entrance, and a wheelchair-friendly toilet.

Client Reviews and Ratings

Efficient Portfolio - Rutland has received positive feedback from clients, with a total of 20 reviews on Google My Business. The company boasts an impressive average rating of 4.9 out of 5 stars, indicating high levels of customer satisfaction and trust in their services.

Final Recommendation

For individuals and businesses seeking professional financial planning and investment advice, Efficient Portfolio - Rutland is an excellent choice. Their knowledgeable team, comprehensive range of services, and commitment to accessibility make them a top contender in the UK financial services market. To learn more about their offerings or to schedule a consultation, visit their website at efficientportfolio.co.uk or contact them directly at 1572342032.

👍 Reviews of Efficient Portfolio - Rutland

Steve O.

5/5

We have been with Efficient Portfolio for several years. Having passed the age of 55 with a number of pensions I did not know what would be the best way forward for using these to get the best for our retirement. After a very productive meeting taking into account our personal situation, future requirements etc they put forward a financial plan for years to come. We are extremely happy with every aspect of the plan, the professionalism and friendliness of all member of staff plus the support they offer and a feeling of having a secure plan for our future. I would definitely recommend Efficient Portfolio for your financial planning.

Russell B.

5/5

We have been advised by Charlie Reading since the early days of his career as Financial Advisor. He provided sound advice on our pensions and savings when we retired. His advice was carefully matched to our financial goals and our tolerance to risk. The advice has proved to be sound and the results have exceeded our expectations following a very turbulent world financial market over the last fourteen years. We have witnessed his business flourish to its current level where the Efficient Portfolio team excel in technical knowledge, innovation, and customer service.

jason M.

5/5

I have been with EP for over 18th months and have seen my portfolio grow in line with my expectations and we were well supported during the recent pandemic. Tom and the team have demonstrated that it was a good decision to select them rather than others and I now have a much better handle on my retirement plan, my lifetime cash flow and with Charlie’s insight an improved bucket list and reading library. The YouTube videos are great but maybe a better choice of Xmas jumpers next year!!

Stephanie M.

5/5

I was introduced to Charlie Reading and his team a few years ago and only wish I'd found them sooner. Since i have been a client I have been reassured my pension monies are being invested wisely and the proof is in the returns so far. Feeling safe and secure in the future was my goal and they are helping me achieve this with their wise and honest counsel.

Marja Q.

5/5

I have been with Efficient Portfolio for a few years now and feel they have my best interests at heart. With regular reviews, updates and personal access to my own portfolio, I feel very supported by the dedicated and professional team of EP. To be recommended!

Tej A.

5/5

My wife and I found Efficient by chance and from our original engagement with Tim Webb and the Team we knew we were in good hands. All of our initial concerns and requirements were dealt with in a professional manner and our plan was open for discussion and tweaked accordingly. If you are looking for financial advice then I would highly recommend you reach out to them!

Roger K.

5/5

An excellent firm that cares for its clients, keeps them posted with changes to their accounts, advises new ideas and communicates so much better than many of their competitors.
I'm glad we changed to them from our previous advisers.

Chris J.

5/5

Tom has managed my portfolio for the last 2-3 years and is very professional and pro active in looking after my needs.