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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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01 Aug 2023

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

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19 Jun 2023

Why inaction is a crucial part of successful investing

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23 Dec 2022

Why a hands-off approach could make sense when you invest

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Behavioural finance: The effect of psychology on investors

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01 Aug 2022

Investment market update: July 2022

Investment News Scams

22 Jun 2022

Investors have lost £25 million to screen sharing scams, and almost half would fail to spot one

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07 Jun 2022

Investment market update: May 2022

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Latest news

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

Why inaction is a crucial part of successful investing

Why a hands-off approach could make sense when you invest

Behavioural finance: The effect of psychology on investors

Why taking too little investment risk could harm your goals

Investment market update: July 2022

Investors have lost £25 million to screen sharing scams, and almost half would fail to spot one

Investment market update: May 2022

Investment funds: How do they work and how they could play an important role in your portfolio?

Investment market update: April 2022

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

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

Why inaction is a crucial part of successful investing

Why a hands-off approach could make sense when you invest

Behavioural finance: The effect of psychology on investors

Why taking too little investment risk could harm your goals

Investment market update: July 2022

Investors have lost £25 million to screen sharing scams, and almost half would fail to spot one

Investment market update: May 2022

Investment funds: How do they work and how they could play an important role in your portfolio?

Investment market update: April 2022

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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.