Charlie Reading

Efficient Portfolio Ltd

Charlie Reading is an entrepreneur, speaker, author and a Chartered Financial Planner that has a passion for amazing financial planning. Charlie is the founder of the Chartered Practice Efficient Portfolio, which specialises in investment and retirement planning. Having been in the Financial Services industry since 1999, he has seen its many different sides, and his qualifications place him in the top 10% of all advisers in the UK.

Charlie was previously a Financial Adviser with 3 of the largest firms of advisers in the UK, but he realised that these companies were too product focused and weren’t really identifying their client’s true needs and concerns. When he set up Efficient Portfolio, he wanted to change the focus to a more client centric, truly independent approach, which could deliver much more value to his client’s financial future. He does this using an innovative approach that he is passionate about sharing.

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The Problem with Financial Advice: How to Really Help Clients

The product pushing, commission driven approach to financial advice has plagued the industry for a long time. Clients need clear financial guidance around the life changing circumstances that you help them navigate; be it a house purchase, divorce or probate, but do you dare introduce them? A revolution is happening in the financial world, and it is called Financial Planning, but how do you know it when you see it?

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