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Latest news

Behavioural finance: The effect emotions could have on your financial decisions

Behavioural finance: How established habits and experiences could affect your decisions

The compelling benefits of building a tailored financial plan

Research: Financial stability could be the key to retirement happiness

The 4 interesting trends that could affect ESG investing in 2025

Investment market update: December 2024

Could weekend exercise offer you the same benefits as regular workouts?

Guide: 5 key financial planning steps to consider during a divorce

How to boost your home’s energy efficiency this winter

5 useful tips for talking about mental health with your loved ones

3 insightful property market predictions for 2025

How to pass on assets to vulnerable family members

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

Behavioural finance: The effect emotions could have on your financial decisions

Behavioural finance: How established habits and experiences could affect your decisions

The compelling benefits of building a tailored financial plan

Research: Financial stability could be the key to retirement happiness

The 4 interesting trends that could affect ESG investing in 2025

Investment market update: December 2024

Could weekend exercise offer you the same benefits as regular workouts?

Guide: 5 key financial planning steps to consider during a divorce

How to boost your home’s energy efficiency this winter

5 useful tips for talking about mental health with your loved ones

3 insightful property market predictions for 2025

How to pass on assets to vulnerable family members

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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.