Does money confuse you? If so, you're not alone! Our expert team at Chartered Financial Planning firm, Efficient Portfolio, have decided to come together to solve this problem and help answer some of your questions.From the impact of politics, through to the inside tricks of the trade, we host a monthly podcast where you can find out more about how to positively impact your finances, better achieve your goals, and reduce the stress and confusion surrounding your wealth.
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss where inflation is being seen and the expected e...
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss Charlie Reading new book, The Life Legacy Gift a...
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners go through a general update on the property market, cryp...
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what an ISA is, the types of ISAs available and ...
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss Discretionary Investment Management and the pros...
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the best way to assess your finances, including ...
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss how to introduce the concept of finances to your...
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the latest news topics and give their thoughts o...
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss the lifetime allowance cap being frozen, pension...
In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners discuss what qualifies as a gift and the exemptions and ...