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Latest news

How the A Christmas Carol ghosts could help you build an effective financial plan

5 practical ways you could keep your child’s retirement on track

The key Autumn Budget takeaways business owners should be aware of

Financial fears could be holding back millions of retirement dreams

4 positive mindset changes that could boost your finances

3 simple questions that may help you update your life goals for 2025

Why a change of location could help you get out of a “creative rut”

10 luxury advent calendars perfect for celebrating the festive season

Interest rates are predicted to fall to 3% next year and could slash mortgage repayments

5 savvy ways you could pay off your mortgage sooner

The pensions basics you need to know as a self-employed worker

3 interesting insights from the world’s first behavioural bank

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

How the A Christmas Carol ghosts could help you build an effective financial plan

5 practical ways you could keep your child’s retirement on track

The key Autumn Budget takeaways business owners should be aware of

Financial fears could be holding back millions of retirement dreams

4 positive mindset changes that could boost your finances

3 simple questions that may help you update your life goals for 2025

Why a change of location could help you get out of a “creative rut”

10 luxury advent calendars perfect for celebrating the festive season

Interest rates are predicted to fall to 3% next year and could slash mortgage repayments

5 savvy ways you could pay off your mortgage sooner

The pensions basics you need to know as a self-employed worker

3 interesting insights from the world’s first behavioural bank

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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.