Meet Charlie
I started my career in financial services in 1987. Since then, I have worked for two major life companies both onshore and offshore, before deciding to start my own independent financial planning business in the beautiful surroundings of South Devon, in 2006.
My focus in on ensuring every client is central to everything we do. I value the long-term relationships that we are able to build, and I consider myself very fortunate to work in this great profession.
Outside of work, I raise money for local causes and commit some of my time to voluntary projects. I also like to get out into the great countryside either training on my road bike or competing in endurance events here in the South West of further afield.
When I’m not cycling, my wife Caroline and I like to spend time walking our dog and looking after our exotic plant garden.
Accreditations
Chartered
Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics. Choosing a Chartered Financial Planner means you can be confident that you are dealing with one of the UK’s leading advisers who is wholly committed to providing you with the best possible advice, service and support.
Fellow of PFS
I am a Fellow of the Personal Finance Society (PFS) – the highest designation awarded by the PFS. Completion of the Fellowship programme shows that I have attained and maintained the most prestigious level of professional financial planning achievement. Fellowship doesn’t just come with letters after my name, it also comes with commitments to continuing professional development and adherence to the CII Code of Ethics.
FCA registration
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Charlie’s entry here.
VouchedFor
We’re featured on VouchedFor, the UK’s leading customer review site for financial advisers, mortgage advisers, solicitors and accountants. By clicking on the VouchedFor widget above, you can read reviews our clients have written and see how they rated us.
Christopher frapwell2023-02-08They provide a friendly professional service
Guy Davies2022-12-08Charlie Brown has been our Financial Advisor for a number of years. He has always been very honest and understanding, and we have been delighted with the service he has given us.
Stephen Beard2022-11-25Thank you, Charlie, for all your help over many years, I feel really confident that the information supplied is current and most suited to my situation to date and in planning for the future, I would, and have, recommend Charlie to many colleagues,
Susan Smith2022-11-24With the uncertainty of the current economic climate I was delighted to find Charlie with his experience and expertise to advise me on my finances and the best options available at this time. He is welcoming, professional and explains things clearly without the jargon! Always available and a pleasure to talk to, updating you with regular news and relevant tips to keep you fully informed. The forecast charts he produces are really helpful and I am now feeling more at ease with my finances and what the future holds after meeting up with Charlie.
Nicola Parry2022-10-18Charlie offers excellent support, is patient and is able to help us see our situation from different perspectives.
Deep Blue2022-07-13My family and I have been receiving the stellar financial advice and support from Charlie for many years and could not be happier with his services. A real all-round professional consultancy guru :-)
Rachel B2022-05-20I continually recommend Charlie to friends and family. He has worked with us for many years and we trust and value his knowledge in all things finance.
Carole Whitty2022-05-11Charlie Brown has been our financial adviser for a number of years now, he is down to earth, easy to talk to and has given us clear information. We have found him to be efficient and has followed through any queries very promptly.
James Mentz2022-05-04Charlie provides an outstanding service. He took the time to clearly explain and reassure us and was on-hand to walk us through even the most complex financial products. I would throughly recommend Charlie and his team at South Devon Financial Planning and will definitely continue working with them for the foreseeable future.
Supported by
Paraplanning Select provides us with support in their particular areas of their expertise which includes technical research, analysis, market and fund comparison and reviews of alternative solutions for clients, as well as help fulfilling our compliance requirements.
Tatton are a specialist investment manager accessible only through financial advisers. They have unparalleled experience in providing effective investment management to advice firms and have been voted Best Discretionary Manager in the UK for four years running.
Defaqto is an independent financial information business, focused on helping financial institutions and consumers make better, more informed decisions. Their team of technical analysts closely monitor the UK markets analysing more than 43,000 financial products and funds.
The Yardstick Agency specialise in working with the financial services profession. They provide us with marketing and communications expertise, and support with our website, which enables us to get on with doing what we do well – helping you reach your financial goals.
Solidus provide us with protection solutions that enable us to help you preserve and protect your assets. They help us ensure your wealth is directed to those you care about so that it can stay in your family for generations to come.
Parmenion is an award-winning technology and investments business. By partnering with Parmenion, we are able to offer our clients a wide range of risk-graded, managed portfolio options from one of the world’s largest investment companies.
