United Kingdom Business Directory

      Efficient Portfolio - Rutland

      ( 18 Reviews )

      Efficient Portfolio - Rutland
      • Portfolian House, 30 Melton Rd
        Oakham, eng LE15 6AY
      •   (157) 234-2032
      Listing Incorrect?
      Listing Incorrect?

      Hours

      Friday:
      9:00 AM - 9:00 AM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      9:00 AM - 5:00 PM
      Tuesday:
      9:00 AM - 5:00 PM
      Wednesday:
      9:00 AM - 9:00 AM
      Thursday:
      9:00 AM - 9:00 AM
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      4.9 - (18 reviews)
      17
      0
      1
      0
      0
      Read Our 18 Reviews

      Chamber Rating

      4.9 - (18 reviews)
      17
      0
      1
      0
      0
      › ‹
      • Steve O'Hara

        We have been with Efficient Portfolio for several years. Having passed the age of 55 with a number of pensions I did not know what would be the best way forward for using these to get the best for our retirement. After a very productive meeting taking into account our personal situation, future requirements etc they put forward a financial plan for years to come. We are extremely happy with every aspect of the plan, the professionalism and friendliness of all member of staff plus the support they offer and a feeling of having a secure plan for our future. I would definitely recommend Efficient Portfolio for your financial planning.
        Dec 3rd, 2021

      • Colin MacKellar

        I'm impressed by the performance and integrity of the team. And they are easy to talk to.
        Mar 20th, 2022

      • Sonia Tracey

        Positive: Professionalism, Quality, Responsiveness, Value
        Feb 5th, 2022

      • chris eaton

        Positive: Professionalism, Quality, Responsiveness, Value
        Jan 22nd, 2022

      • John Stocker

        Positive: Professionalism, Responsiveness
        Jan 17th, 2022

      Read Our 18 Reviews

      About
      Efficient Portfolio - Rutland

      Efficient Portfolio - Rutland is located at Portfolian House, 30 Melton Rd in Oakham, England LE15 6AY. Efficient Portfolio - Rutland can be contacted via phone at (157) 234-2032 for pricing, hours and directions.

      Contact Info

      •   (157) 234-2032

      Questions & Answers

      Q What is the phone number for Efficient Portfolio - Rutland?

      A The phone number for Efficient Portfolio - Rutland is: (157) 234-2032.

      Q Where is Efficient Portfolio - Rutland located?

      A Efficient Portfolio - Rutland is located at Portfolian House, 30 Melton Rd, Oakham, eng LE15 6AY

      Q What is the internet address for Efficient Portfolio - Rutland?

      A The website (URL) for Efficient Portfolio - Rutland is: https://www.efficientportfolio.co.uk/?utm_source=google&utm_medium=organic&utm_campaign=gmb&utm_content=rutland

      Q What days are Efficient Portfolio - Rutland open?

      A Efficient Portfolio - Rutland is open:
      Friday: 9:00 AM - 9:00 AM
      Saturday: Closed
      Sunday: Closed
      Monday: 9:00 AM - 5:00 PM
      Tuesday: 9:00 AM - 5:00 PM
      Wednesday: 9:00 AM - 9:00 AM
      Thursday: 9:00 AM - 9:00 AM

      Q How is Efficient Portfolio - Rutland rated?

      A Efficient Portfolio - Rutland has a 4.9 Star Rating from 18 reviewers.

      Hours

      Friday:
      9:00 AM - 9:00 AM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      9:00 AM - 5:00 PM
      Tuesday:
      9:00 AM - 5:00 PM
      Wednesday:
      9:00 AM - 9:00 AM
      Thursday:
      9:00 AM - 9:00 AM

      Ratings and Reviews
      Efficient Portfolio - Rutland

      Overall Rating

      Overall Rating
      ( 18 Reviews )
      17
      0
      1
      0
      0
      Write a Review

      Colin MacKellar on Google

      image I'm impressed by the performance and integrity of the team.
      And they are easy to talk to.

      Sonia Tracey on Google

      image Positive: Professionalism, Quality, Responsiveness, Value

      chris eaton on Google

      image Positive: Professionalism, Quality, Responsiveness, Value

      John Stocker on Google

      image Positive: Professionalism, Responsiveness

      Steve O'Hara on Google

      image We have been with Efficient Portfolio for several years. Having passed the age of 55 with a number of pensions I did not know what would be the best way forward for using these to get the best for our retirement. After a very productive meeting taking into account our personal situation, future requirements etc they put forward a financial plan for years to come. We are extremely happy with every aspect of the plan, the professionalism and friendliness of all member of staff plus the support they offer and a feeling of having a secure plan for our future. I would definitely recommend Efficient Portfolio for your financial planning.

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      Overall Rating

      Overall Rating
      ( 18 Reviews )
      17
      0
      1
      0
      0

      Write a Review

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