About us
Who we work with
Financial Planning explained
- Financial Planning explained
- Our approach

Client stories
Why choose us?
- Why choose us?
- FAQs
Fees
Blog
Contact

About us
Who we work with
Financial Planning explained
- Financial Planning explained
- Our approach

Client stories
Why choose us?
- Why choose us?
- FAQs
Fees
Blog
Contact

Latest news

News Pensions

08 May 2024

3 practical reasons to check your State Pension forecast before you retire

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01548 852 691 info@southdevonifa.co.uk

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.

Barry

Kent

Client for 10 years

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.

Bernard

Devon

Client for 4 years

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.

Val

Norfolk

Client for 5 years

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

Carolyn

Devon

Client for 4 years

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.

Howard

outside the UK

Client for 8 years

Good listener, great advice and delivered on his promises.

Caroline

Devon

Client for 15 years

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.

Terence

Cornwall

Client for 12 years

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

Wendy

Devon

Client for 5 years

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

Pat

Devon

Client for 11 years

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

Keith

Devon

Client for 1 year

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

Maureen

Devon

Client for 8 years

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

Robert

Devon

Client for 7 years

South Devon Financial Planning (SDFP) is a trading style of Gatehouse IFA Ltd, authorised and regulated by the Financial Conduct Authority.

Registration number 767863. Registered as a Limited company in England and Wales no.06549784. The value of investments and the income derived from them call as well as rise. You may not get back all that you invested.

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