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Charlie Reading is a chartered financial planner, entrepreneur, speaker, and author who has a passion for amazing retirement planning. Amongst his four businesses, he runs the successful Chartered Financial Planning practice, Efficient Portfolio. Based in both Rutland and London, his firm specialises in investment and retirement planning, with particular focus on investment management, wealth protection, and retirement strategies. Having been in the financial services industry since 1999, his qualifications place him in the top 10% of all financial advisers in the UK.
Charlie was previously a financial adviser with two of the largest firms of independent advisers in the UK, but he realised that these companies were too product-focused and weren’t directing their attention to the clients’ true needs and concerns. When he set up Efficient Portfolio, he wanted the focus to be client-centric, a truly independent approach, so that he could deliver much more value to his clients’ financial futures. Charlie does this using innovative tools such as Lifetime Cash Flow Forecasts.
Charlie has successfully helped many people save for, manage, and enjoy their retirement, often when they didn’t think they had saved enough to be able to. Through careful planning he has shown them how they can maximise their money, reduce their risk, and design an income strategy that delivers the life they desire. But Charlie is also passionate about building a better life through understanding what makes us happy and healthy, what makes our mind tick and what strengthens our relationships; because ultimately the financial side of retirement is just the starting point.
He loves spending time with his wife and two daughters, playing golf and squash, cycling, travelling, and is passionate about scuba diving, safari, and good wine.
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