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31 Jan 2025

How to stop following the investment crowd and stick to your strategy

Investment

13 Jan 2025

The 4 interesting trends that could affect ESG investing in 2025

Investment News

10 Dec 2024

Investment market update: November 2024

Investment News

29 Oct 2024

Investment market update: October 2024

Financial Planning Investment News

03 Sep 2024

Want to support your children through university? Here’s what you may want to consider

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20 Aug 2024

3 fundamental questions to answer if you’re investing for children

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05 Aug 2024

How to boost your composure and reduce investing FOMO

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08 Apr 2024

Investment market update: March 2024

Financial Planning Investment News

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3 insightful research findings that could help you navigate your “second 50”

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18 Dec 2023

2 surprising benefits of choosing to drip-feed your investments

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01 Aug 2023

Why emotional decision-making could be costing you investment returns

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Investing 101: What you need to know about tax efficiency and your investment options

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Latest news

How to stop following the investment crowd and stick to your strategy

The 4 interesting trends that could affect ESG investing in 2025

Investment market update: November 2024

Investment market update: October 2024

Want to support your children through university? Here’s what you may want to consider

3 fundamental questions to answer if you’re investing for children

How to boost your composure and reduce investing FOMO

Investment market update: March 2024

3 insightful research findings that could help you navigate your “second 50”

2 surprising benefits of choosing to drip-feed your investments

Why emotional decision-making could be costing you investment returns

Investing 101: What you need to know about tax efficiency and your investment options

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

How to stop following the investment crowd and stick to your strategy

The 4 interesting trends that could affect ESG investing in 2025

Investment market update: November 2024

Investment market update: October 2024

Want to support your children through university? Here’s what you may want to consider

3 fundamental questions to answer if you’re investing for children

How to boost your composure and reduce investing FOMO

Investment market update: March 2024

3 insightful research findings that could help you navigate your “second 50”

2 surprising benefits of choosing to drip-feed your investments

Why emotional decision-making could be costing you investment returns

Investing 101: What you need to know about tax efficiency and your investment options

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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.