Charlie Reading is a Chartered Financial Planner and the Managing Director of Efficient Portfolio Wealth Management. Having working in the industry since 1999, he has gained specialist qualifications in investments, pensions, taxation and Trusts. He also been awarded Chartered Status, which is the industry’s ‘gold standard’ and places him in the top 14% of all Financial Planners in the UK. This enables him to give expert, holistic advice to both companies and individuals.
Charlie Reading, will talk to us about how best to create a legacy for the next generation by maximising the value tied up in our property. During this informative talk, Charlie will talk about how you can strategically plan to maximise your wealth for you and the next generation through downsizing. He will be on hand to answer any of your questions and provide clear cut guidance on the options available.