Charlie Reading

Opinion Columnist at CEO World Magazine’

Charlie Reading is a Managing Director of Efficient Portfolio, a Chartered Financial Planner, speaker and author that has a passion for amazing financial planning. Having been in the Financial Services industry since 1999, his qualifications place him in the top 10% of all individual financial advisers in the UK, with particular focus on investment management, wealth protection and retirement planning. Charlie was previously a financial adviser with 2 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 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 that could deliver much more value to their client’s financial future. Efficient Portfolio do this using innovative tools like Lifetime Cash Flow Forecasts and Bespoke Investment Management. Charlie is the author of the book ‘The Dream Retirement; How to Secure your Money and Retire Happy,’ where he shares many of the principals that Efficient Portfolio focus on in helping their clients create the retirement of their dreams! 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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Leicester, United Kingdom

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