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More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25

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Latest news

More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25

Are you risking a pension shortfall by overlooking longevity?

All the winners and losers from the 2024 Spring Budget

Your Spring Budget update – the key news from the chancellor’s statement

Investment market update: February 2024

Planet v plastic: How you can embrace Earth Day 2024

10 useful tasks to tick off to settle into your new home quickly

Here’s what you need to know about the “Magnificent Seven” stocks that are driving the market

7 practical tips that could help Generation X feel more confident about their retirement

Retirement planning: The 3 main ways you could access your pension

Working habits from around the world that could transform your work-life balance

Meet the 2024 European Capitals of Culture

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

More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25

Are you risking a pension shortfall by overlooking longevity?

All the winners and losers from the 2024 Spring Budget

Your Spring Budget update – the key news from the chancellor’s statement

Investment market update: February 2024

Planet v plastic: How you can embrace Earth Day 2024

10 useful tasks to tick off to settle into your new home quickly

Here’s what you need to know about the “Magnificent Seven” stocks that are driving the market

7 practical tips that could help Generation X feel more confident about their retirement

Retirement planning: The 3 main ways you could access your pension

Working habits from around the world that could transform your work-life balance

Meet the 2024 European Capitals of Culture

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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.