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Efficient Portfolio

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Efficient Portfolio

Creating a better future through Inspirational Financial Planning They are not providing their owners with the returns or the income that they should.

Efficient Portfolio specialises in investment, retirement and tax planning, whilst providing an integrated financial planning solution that covers all areas of the financial world. A substantial part of our work is in helping people plan for their retirement, particularly in the latter years, and maximising their income at retirement whilst minimising tax paid. The world of pensions in particular

is a confusing place, and unfortunately many pensions are simply not good enough. We help our clients maximise what they have already built up in this area and in other investments. We provide them with simple yet cost and tax effective solutions that really can make a difference to your future. About Efficient Portfolio
We provide our clients with a complete financial planning service; specialising in retirement, investment and tax planning. We are dedicated to helping our clients achieve their financial objectives and goals by securing them a successful financial future. We do this in a structure that is transparent, efficient and simple to understand. Our clients follow the Efficient Portfolio Process, a unique process designed to give them the best advice in all the areas of their finances with the flexibility to meet their objectives as they evolve. Based in Seaton, Rutland, we are members of the Personal Finance Society, Chartered Institute of Insurers and the Association of Independent Financial Advisers, and are committed to the PFS code of ethics. We feel that the fairest way to work for our clients is on a fee basis. We believe that it is the only way to be totally independent, and that much of the financial services industry’s problems have been caused by inexperienced commission earning salesmen. People don’t plan to fail, they fail to plan. We want to ensure you don’t
At each and every stage of our relationship with you, we do everything possible to take away your concerns, exceed your expectations and give you reassurance and peace of mind in your financial future.

10/04/2026

Episode 3 of Progress in Practice is live and this one is a bit different.

Claire Fudge is the founder of Fourth Discipline, a clinical dietitian, performance nutritionist, and a serious athlete in her own right. She's completed 20 Ironman events and raced at the Ironman World Championships in Kona. She also built a business helping ambitious professionals and executives who are also athletes to perform at their best, in sport and in life.

Her story is a remarkable one. Growing up in a three-generation family bakery in Dorset, training as a clinical dietitian, being hit by an oil tanker on a morning run in North Yorkshire, and having that moment become the catalyst that changed everything.

In this episode, she talks about why nutrition isn't just about what you eat- it's about getting hours back in your day, staying competitive into your 40s, 50s, and beyond, and building the kind of health that sustains a high-performing life for decades.

She also shares a brilliant take on AI: don't resist it, use it. Digitalise the repetitive, humanise the exceptional.

19 minutes of genuine inspiration.

Listen now: https://www.buzzsprout.com/2600171/episodes/18974642

09/04/2026

Episode 2 of Progress in Practice is live and this one goes deep.

Charlie sat down with Bhavik Shah, founder of Providus Capital, a specialist finance firm that steps in when complex or time-sensitive property deals fall outside the reach of conventional lending.

Bhavik's story is a remarkable one. He's experienced rapid early success, business insolvency, and the slow, deliberate work of rebuilding- not just a company, but a set of values that now sit at the heart of everything Providus does.

In this conversation, he talks candidly about what integrity really means when the pressure is on, why reputation compounds just like money, and how clarity of thinking, not speed, is what creates real leverage in business.

There's also a brilliant moment where he reflects on what his Harvard summer courses taught him about possibility. Not what you'd expect.

15 minutes of genuinely honest, considered thinking from a founder who's learned the hard way and built something stronger for it.

Listen now: https://www.buzzsprout.com/2600171/episodes/18974623

08/04/2026

The Progress in Practice Podcast is here and we're kicking off with a cracking first episode.

Charlie sat down with Matt Baird, founder of Accelerate Advisor Solutions, to talk about something most financial advisers know all too well: spending more time buried in admin than actually running your business.

Matt's built a company that goes into advisory firms, strips out the inefficiency, and hands time back to the people who need it most. The results speak for themselves- one client went from a struggling, overstretched operation to a structured, automated, and significantly more profitable business. More importantly? They got their life back.

In this episode, Matt also opens up about navigating self-doubt as the youngest person in the room, why taking no risk is the biggest risk you can take, and the one book he keeps coming back to when he needs a reset.

It's 15 minutes of honest, practical thinking from someone who's actually doing it.

Listen now: https://www.buzzsprout.com/2600171/episodes/18974287

24/02/2026

🚨 WEBINAR TOMORROW 🚨

Two futures await:

Future A: Another year of nightmare clients, energy drain, and fee battles

Future B: A tribe of perfect clients who value, respect, and champion you

The ONLY difference?

Whether you join Charlie Reading tomorrow at 10am.

The Ideal Client Deep Dive Discovery

Identify your 3 ideal client types

Learn the Paddy Lund Method

Build your client tribe

Master precision marketing

Investment: £39.70 + VAT Format: Live (no replays)

Your perfect clients are searching for someone exactly like you.

But they can't find you while you're hidden behind the wrong ones.

Last chance to register → https://thetrusted.team/upcoming/the-ideal-client-deep-dive-discovery/

18/02/2026

What happens when you ONLY work with ideal clients:

Month 1: Energy returns Month 2: Referrals increase
Month 3: Rates rise naturally Month 6: Waiting list forms Month 12: Business transformed

What happens when you keep accepting anyone:

Month 1: Exhausted
Month 2: Still exhausted
Month 3: Considering quitting
Month 6: Burnout approaching
Month 12: Why did I start this business?!

The choice is yours.

Charlie Reading's webinar on Wednesday 25th February gives you the exact blueprint for attracting ONLY perfect-fit clients.

Choose transformation → https://thetrusted.team/upcoming/the-ideal-client-deep-dive-discovery/

11/02/2026

Your competitor isn't smarter than you.

They just stopped saying yes to everyone.

While you're serving clients who:
❌ Haggle over every invoice
❌ Email at midnight expecting instant replies
❌ Question your expertise constantly

They're serving clients who:
✅ Pay premium rates happily
✅ Respect boundaries completely
✅ Trust expertise implicitly

The difference? They know their ideal client profile.

Learn yours at Charlie Reading's Ideal Client Deep Dive Discovery on Wednesday 25th February at 10am,

90 minutes. £39.70 + VAT. Complete transformation.

Discover your tribe → https://thetrusted.team/upcoming/the-ideal-client-deep-dive-discovery/

04/02/2026

Rate your last 5 client interactions:

😊 Energising
😐 Neutral
😫 Draining

If you've got more 😫 than 😊, you're serving the wrong people.

Here's what perfect-fit clients feel like:

→ Conversations flow naturally
→ They implement without resistance
→ They pay without negotiation
→ They refer without prompting
→ They energise rather than exhaust

This isn't luck. It's alignment.

And it starts with knowing EXACTLY who your ideal client is.

Charlie Reading's webinar reveals the complete system for identifying and attracting YOUR perfect clients.

Date: Wednesday 25th February at 10am
Investment: £39.70 + VAT

Build your tribe → https://thetrusted.team/upcoming/the-ideal-client-deep-dive-discovery/

28/01/2026

Paddy Lund, Australian dentist.

Fired 80% of his clients. Removed his number from the phone book. Took down his practice sign.

What happened next?

Income DOUBLED

Stress vanished

Clients became friends

Work became joy

The lesson?

You don't need more clients. You need more of the RIGHT clients.

Charlie Reading shows you exactly how to identify and attract them.

Live Webinar: The Ideal Client Deep Dive Discovery
Date: Wednesday 25th February 2026 at 10am
Investment: £39.70 + VAT

Stop serving everyone. Start serving YOUR people.

Register here → https://thetrusted.team/upcoming/the-ideal-client-deep-dive-discovery/

27/01/2026

⏰ WEBINAR TOMORROW ⏰

By April 2026, you could be:

Option A: A published author with a book that attracts dream clients

Option B: Still thinking about writing "someday"

The ONLY difference?

Whether you join Charlie Reading tomorrow.

Produce, Publish and Promote a Book in 3 Months with AI

Charlie's published 5 books while building businesses. He'll show you the exact AI-powered system. In 90 minutes. For £39.70 + VAT.

No replays. No recordings.

Your expertise deserves a book. Your business needs one. Tomorrow, you learn how.

Last chance to register → https://thetrusted.team/upcoming/produce-publish-and-promote-a-book-in-3-months-with-ai/

26/01/2026

Your competitors aren't smarter than you. They don't have more expertise. They don't write better.

They just published first.

And now they're:
→ Speaking at conferences you should be at
→ Charging fees you should command
→ Working with clients you should have

The gap? A book.

The solution? Our 90-day system.

Live Webinar: 28th January 2026
Topic: Produce, Publish and Promote a Book in 3 Months with AI
Investment: £39.70 + VAT

Stop watching others take your stage.

Claim your authority → https://thetrusted.team/upcoming/produce-publish-and-promote-a-book-in-3-months-with-ai/

21/01/2026

Before book: "Can you send me your credentials?"
After book: "I've read your book. When can we start?"

That's the shift that happens when you publish.

You stop proving expertise. You embody it.

And with AI? You can make this shift in 90 days, not 900.

Our webinar on 28th January reveals:

✓ The Framework Formula Method
✓ The AI Orchestra Approach
✓ The Three-Act Business Book Blueprint
✓ Your 90-day production timeline

From service provider to published authority in one quarter.

Just £39.70 + VAT for the blueprint.

Ready to level up? → https://thetrusted.team/upcoming/produce-publish-and-promote-a-book-in-3-months-with-ai/

Shape

Address

Portfolian House
Oakham
LE156AY

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+441572898060

Website

http://www.efficientportfolio.co.uk/

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