Efficient Portfolio helps people clarify and realise their dreams and goals through financial planning. It does this by taking clients through a unique process that allows them to get a better understanding of what they want to achieve in the future and what concerns they have about the present. It then builds their financial planning to help deliver exactly this. As chartered financial planners, the firm enables its clients to reach and maintain financial freedom and empower them with the ability to fulfil their ambitions through sound financial planning.

The firm is passionate about providing security, clarity and confidence for everyone's financial futures. To help support clients, it provides a variety of innovative tools, educational materials (books, videos, events) and personal guidance to best equip them and help them to prepare for the future.

It has also worked tirelessly to create a company culture that reflects its ethos, and has invested in the professional and personal development of its team so that they are best-placed to help clients.

In 2021, the firm launched its fourth book, The Life Legacy Gift to further assist clients’ understanding of their planning opportunities and provide some useful guidance regarding estate planning and later life.