Chartered Financial Planning Firm In Rutland
Your achievements are our passions, so we believe in helping you to reach your goals and realise your dreams; whether through expert financial planning or the continual expansion of your knowledge, we are dedicated to helping you.
Our mission statement is that we:
“Aim to provide our clients with a highly tailored, complete financial planning service, manifested through a compliant structure that is fair, efficient and simple.”
Each client is unique to us and we help them to fulfill their individual goals and aspirations by ensuring that their finances are aligned with their expectations.
proactively searching for new and innovative ways to help you achieve your goals, we will never stop. We use innovative tools like Lifetime Cash Flow Forecasting, Life Planning Processes and a market leading investment solution to achieve the best possible results for our clients.
Our dynamic, friendly, and forward thinking team believe in a fresh approach to Financial Planning. We believe in your future and we work tirelessly to ensure that we can help you achieve your goals. Our service is client centric, meaning that our clients are at the heart of everything we deliver.
We also believe in developing genuine and honest relationships with our clients. Traditional Financial Planning is stuffy, counter-productive and devoid of emotion. But that’s not us. We continuously work to deliver the most innovative financial planning we can, so that we can provide our clients with a service that is professional, personal and, more importantly, effective. Our attention to detail means that your ever changing needs are wholly catered for.
can help. To see how our knowledge, innovative style and bespoke customer service will help you to achieve your goals, contact us today.
An example of the care and attention Efficient Portfolio took with our personal situation resulted in a substantial cash gain from a high street bank. An investment I had made years ago had gone badly wrong. Efficient Portfolio looked closely at all of the details and suggest that, in relation to our risk profile, we had been mis-sold and that in this situation it was worth considering a letter of complaint. Efficient Portfolio provided excellent support in composing an objective and critical complaint. The result; the banks investigation found in our favour- our losses made good.
We are located in offices as part of Seaton Grange farm house, at the bottom of Grange Lane. Please park in the gravel drive at the front of the house. You will be greeted at the front door by a member of our team.
Although we aim to deliver the highest standards of service, there may be occasions when our service or advice fails to meet our clients expectations. As a compliant and ethical firm, dedicated to continually improving our service, we have compiled this guide in order to communicate our complaints process and clearly show you what to do should you feel the need to complain. This process has been designed to meet the requirements of the Financial Conduct Authority (FCA) and the Financial Ombudsmen Service (FOS).
