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Fit Finance Sessions

Efficient Portfolio

Does money confuse you? If so, you're not alone! Our expert team at Chartered Financial Planning firm, Efficient Portfolio, have decided to come together to solve this problem and help answer some of your questions.From the impact of politics, through to the inside tricks of the trade, we host a monthly podcast where you can find out more about how to positively impact your finances, better achieve your goals, and reduce the stress and confusion surrounding your wealth.

Recent Episodes

The Adviser Fit Finance Sessions Advent Special Day 5: Sustainable Investment SolutionsDecember 05, 2020 Episode artwork The Adviser Fit Finance Sessions Advent Special Day 4: Cashflow ForecastingDecember 04, 2020 Episode artwork The Adviser Fit Finance Sessions Advent Special Day 3: Alternative Asset ClassesDecember 03, 2020 Episode artwork The Adviser Fit Finance Sessions Advent Special Day 2: Commercial Property InvestmentsDecember 02, 2020 Episode artwork The Adviser Fit Finance Sessions Advent Special Day 1: What is Financial Planning?December 02, 2020 Episode artwork The Adviser Fit Finance Sessions: Rishi Sunak’s Spending Review November 26, 2020 Episode artwork The Adviser Fit Finance Sessions Special: What Is Capital Gains Tax? November 17, 2020 Episode artwork The Adviser Fit Finance Sessions: Vaccines, Government and Market RisesNovember 12, 2020 Episode artwork The Adviser Fit Finance Sessions: COVID Second Wave LockdownNovember 04, 2020 Episode artwork The Adviser Fit Finance Sessions Special: What Is Financial Planning? October 27, 2020 Episode artwork The Adviser Fit Finance Sessions: Property Market, Brexit and A Vaccine October 20, 2020 Episode artwork The Adviser Fit Finance Sessions: Tax, Insurance and Interest RatesOctober 13, 2020 Episode artwork The Adviser Fit Finance Sessions: JETS, Flats and a slow news weekOctober 08, 2020 Episode artwork The Fit Finance Sessions: Mike MatthewsOctober 02, 2020 Episode artwork The Adviser Fit Finance Sessions: Biden, Brexit and COVIDSeptember 30, 2020 Episode artwork The Adviser Fit Finance Sessions: COVID19 2nd Wave Market UpdateSeptember 24, 2020 Episode artwork The Fit Finance Sessions: James McBain AllanSeptember 09, 2020 Episode artwork Adviser Fit Finance Sessions: Child Trust Funds vs Junior ISAsSeptember 08, 2020 Episode artwork The Adviser Fit Finance Sessions: Rishi Sunak's Potential Tax RisesSeptember 07, 2020 Episode artwork The Adviser Fit Finance Sessions: Property InvestmentAugust 20, 2020 Episode artwork The Adviser Fit Finance Sessions: Ethical InvestingAugust 18, 2020 Episode artwork The Adviser Fit Finance Sessions: Credit Crunch versus COVID CrisisAugust 05, 2020 Episode artwork The Adviser Fit Finance Sessions: DiversificationJuly 28, 2020 Episode artwork Charlotte Colton's Reflection on CultureJuly 21, 2020 Episode artwork The Adviser Fit Finance Sessions: Moving the Economy ForwardJuly 21, 2020 Episode artwork