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Financial Planning

12 Feb 2020

Financial wellbeing: How do you score?

Financial Planning

12 Feb 2020

3 things to keep in mind when accessing your pension at 55

Financial Planning

12 Feb 2020

The top 9 things you should consider doing before tax year end guide

Financial Planning

12 Feb 2020

Pocket money: Passing on financial skills to children and grandchildren

Financial Planning

12 Feb 2020

Why financial planning is important for Generation X

Financial Planning

12 Feb 2020

What’s the purpose of your retirement?

Financial Planning

12 Feb 2020

4 ways you can efficiently pass wealth on to the next generation

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Latest news

Financial wellbeing: How do you score?

3 things to keep in mind when accessing your pension at 55

The top 9 things you should consider doing before tax year end guide

Pocket money: Passing on financial skills to children and grandchildren

Why financial planning is important for Generation X

What’s the purpose of your retirement?

4 ways you can efficiently pass wealth on to the next generation

Charlie appreciates that the complexities of the financial markets are not necessarily clear to the average person in the street and talks things through step-by-step, clarifying the minefields along the way.

Charlie has been a fantastic help in sorting out our financial affairs, a true gentleman who gives excellent and sound financial advice in an honest and understanding manner.

Charlie understands he is advising a 66 year old woman who is fine with words but hopeless with figures. Patience was needed in large amounts and that is what I received and what I continue to receive.

Charlie listened carefully while we explained our financial situation and needs, and researched various options before giving his considered advice. Very helpful and efficient.

Charlie is one of the most scrupulously honest people I know in this line of work. He is meticulous in his questioning to be able to offer the best advice.

Good listener, great advice and delivered on his promises.

I was a little apprehensive as to what I needed to do, but Charlie guided me through with no trouble as if he were a family friend, which he is I suppose.

We have been extremely impressed by the level of service offered. Friendly and courteous service that is very much appreciated.

Charlie Brown has been excellent in looking after my finances for me. I can trust him implicitly and have no complaints whatsoever.

My daughter, who held a high position with the FCA, was impressed with his written documentation charts.

I am completely satisfied with the advice I get and have been very satisfied with the returns I have received from my investments.

Charlie understands our aims and presents and explains options very well. Always approachable and responds to queries quickly.

Latest news

Financial wellbeing: How do you score?

3 things to keep in mind when accessing your pension at 55

The top 9 things you should consider doing before tax year end guide

Pocket money: Passing on financial skills to children and grandchildren

Why financial planning is important for Generation X

What’s the purpose of your retirement?

4 ways you can efficiently pass wealth on to the next generation

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Charlie appreciates that the complexities of the financial markets are not necessarily clear to the average person in the street and talks things through step-by-step, clarifying the minefields along the way.

Charlie has been a fantastic help in sorting out our financial affairs, a true gentleman who gives excellent and sound financial advice in an honest and understanding manner.

Charlie understands he is advising a 66 year old woman who is fine with words but hopeless with figures. Patience was needed in large amounts and that is what I received and what I continue to receive.

Charlie listened carefully while we explained our financial situation and needs, and researched various options before giving his considered advice. Very helpful and efficient.

Charlie is one of the most scrupulously honest people I know in this line of work. He is meticulous in his questioning to be able to offer the best advice.

Good listener, great advice and delivered on his promises.

I was a little apprehensive as to what I needed to do, but Charlie guided me through with no trouble as if he were a family friend, which he is I suppose.

We have been extremely impressed by the level of service offered. Friendly and courteous service that is very much appreciated.

Charlie Brown has been excellent in looking after my finances for me. I can trust him implicitly and have no complaints whatsoever.

My daughter, who held a high position with the FCA, was impressed with his written documentation charts.

I am completely satisfied with the advice I get and have been very satisfied with the returns I have received from my investments.

Charlie understands our aims and presents and explains options very well. Always approachable and responds to queries quickly.