Trusted Team’s personnel have over 15 years’ experience in both the running and marketing of a professional services business. In 2006 we created the award-winning financial planning practice, Efficient Portfolio, and over the years have built online lead generation tools, innovated our way to being ranked as the no. 1 financial planning firm in the Midlands (2020) and we were regularly featured in the Times and Telegraph as one of the top firms in the UK. Efficient Portfolio also came in the top 5 of all firms nationally in the New Model Adviser Digital Marketing Awards 2018. Our aim now if to help others do the same.
As a speaker, author and coach, Charlie’s former career as a Chartered Financial Planner and business owner place him in a unique position to be able to guide and support other professionals. His experience of other coaching programmes, educational courses and formal qualifications give him a wealth of experience and knowledge that is both high-level and tried and tested.
Charlie was the founder of Chartered Financial Planning company Efficient Portfolio, which he started in 2006. He is also the author of 4 books which are:
- The Dream Retirement
- SMART Money
- Entrepreneurial Happiness
- The Life Legacy Gift
Charlie loves spending time with his wife and two daughters, cycling, swimming, running and playing golf, is passionate about scuba diving, safari, travelling and personal development.
Charlotte has worked within professional services since 2011, but has worked in marketing and business development since graduating from Kings College London in 2007 with a BA in English. Since then she has undertaken several courses and qualifications in marketing and management, including copywriting, advanced social media and a diploma in Internet Marketing.
She oversees the operations of the business to ensure that our strategic plans for growth, innovation and the overall wellbeing of our team and members are achieved.
Away from work, Charlotte enjoys travelling and experiencing new cultures, experimenting in the kitchen, spin classes, long country walks and the theatre. She is also a keen writer, both professionally and personally, and in her spare time she supports a local educational charity and helps other companies with their copy writing and strategic marketing needs.
Victoria is a skilled Executive Assistant and has worked in the private sector since 2007. She also holds the Diploma in Digital Marketing and has a wealth of experience in advanced social media, strategic marketing implementation and business development.
Day to day, Victoria works with our members to ensure that they receive the most relevant and innovative guidance and supports Charlotte in the overall running of the business.
Victoria stays active in her free time by dancing and enjoying outdoor pursuits such as Geocaching. She is a self-confessed ‘nerd’ and enjoys gaming and movie nights when relaxing at home and likes to express her creative side with a number of artistic hobbies, such as painting, drawing and sculpting.
Angela has worked in finance since 2003 and holds AAT Qualifications & Bookkeeping. Angela is working her way with studying and taking accountancy exams and her goal is to attain the Chartered Accountant qualification.
Angela manages all aspects of finance within the business and supports other companies with their payroll and bookkeeping needs.
Angela is an avid reader and has recently become a keen runner. She also has a passion for fine wine, cultivated during her time working with the wine merchant industry.