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03 Jul 2025

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The secret to a happy life

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Latest news

6 fantastic reasons to consider a sabbatical

How the “blue dot theory” could influence your life

What are property raffles, and why are they becoming more popular?

5 powerful Warren Buffett lessons that could benefit ordinary investors

Explained: How Dividend Tax works and when you pay it

5 surprising and unconventional economic indicators

The age you can access your pension may rise. Could it affect your retirement?

How to prepare your loved ones for the “great wealth transfer”

How emotional decision-making could harm your outlook in retirement

Planning for care: The costs you might need to make part of your financial plan

The joy of anticipation: How financial planning generates wellbeing

The secret to a happy life

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

6 fantastic reasons to consider a sabbatical

How the “blue dot theory” could influence your life

What are property raffles, and why are they becoming more popular?

5 powerful Warren Buffett lessons that could benefit ordinary investors

Explained: How Dividend Tax works and when you pay it

5 surprising and unconventional economic indicators

The age you can access your pension may rise. Could it affect your retirement?

How to prepare your loved ones for the “great wealth transfer”

How emotional decision-making could harm your outlook in retirement

Planning for care: The costs you might need to make part of your financial plan

The joy of anticipation: How financial planning generates wellbeing

The secret to a happy life

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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.