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Financial Planning News

04 Apr 2023

Financial planning as a couple could boost your finances, but almost 2 in 5 admit to “financial infidelity”

Financial Planning News

09 Mar 2023

5 inaccurate expert predictions that prove why you shouldn’t try to time the market

Financial Planning News

09 Feb 2023

Is your mindset holding you back from enjoying your retirement? Financial planning could help

Financial Planning News

16 Jan 2023

5 reasons why your financial protection claim could be rejected, and what you can do to avoid it

Financial Planning News

30 Oct 2022

How to deal with political uncertainty when making financial decisions

Financial Planning News

30 Oct 2022

Behavioural finance: 6 unexpected ways bias could affect your financial decisions

Financial Planning News

12 Jul 2022

5 compelling reasons why you should share a financial planner with your family

Financial Planning News

22 Jun 2022

Do you have a poor credit score? It doesn’t mean home ownership is out of reach

Financial Planning News

07 Jun 2022

26% of people say thinking about finances makes them anxious, as research highlights a link to mental health

Financial Planning News

07 Jun 2022

4 surprising things you can learn about finances from Bridgerton

Financial Planning News

07 Jun 2022

52% of savers don’t understand the effects of inflation, and millions think they’ll be better off. Here’s why it can harm your savings

Financial Planning News

24 May 2022

How a virtual “shopping basket” is used to calculate the rate of inflation

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Latest news

Financial planning as a couple could boost your finances, but almost 2 in 5 admit to “financial infidelity”

5 inaccurate expert predictions that prove why you shouldn’t try to time the market

Is your mindset holding you back from enjoying your retirement? Financial planning could help

5 reasons why your financial protection claim could be rejected, and what you can do to avoid it

How to deal with political uncertainty when making financial decisions

Behavioural finance: 6 unexpected ways bias could affect your financial decisions

5 compelling reasons why you should share a financial planner with your family

Do you have a poor credit score? It doesn’t mean home ownership is out of reach

26% of people say thinking about finances makes them anxious, as research highlights a link to mental health

4 surprising things you can learn about finances from Bridgerton

52% of savers don’t understand the effects of inflation, and millions think they’ll be better off. Here’s why it can harm your savings

How a virtual “shopping basket” is used to calculate the rate of inflation

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

Financial planning as a couple could boost your finances, but almost 2 in 5 admit to “financial infidelity”

5 inaccurate expert predictions that prove why you shouldn’t try to time the market

Is your mindset holding you back from enjoying your retirement? Financial planning could help

5 reasons why your financial protection claim could be rejected, and what you can do to avoid it

How to deal with political uncertainty when making financial decisions

Behavioural finance: 6 unexpected ways bias could affect your financial decisions

5 compelling reasons why you should share a financial planner with your family

Do you have a poor credit score? It doesn’t mean home ownership is out of reach

26% of people say thinking about finances makes them anxious, as research highlights a link to mental health

4 surprising things you can learn about finances from Bridgerton

52% of savers don’t understand the effects of inflation, and millions think they’ll be better off. Here’s why it can harm your savings

How a virtual “shopping basket” is used to calculate the rate of inflation

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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.