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02 Jul 2024

4 scenarios where an offset mortgage could be useful

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Higher-rate taxpayers: Beware of the 60% tax trap

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How “time travelling” as part of your financial plan could help you secure your goals

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The surprising effect your childhood has on your money mindset

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How many steps should you take every day to improve your health?

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Here’s how rising interest rates have affected the property market

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3 practical ways you could reduce your tax bill in retirement

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How Norway’s “oil fund” became an ESG investment leader

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29 May 2024

Guide: How to find purpose and get the most out of your retirement

Investment Market News

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Investment market update: May 2024

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Latest news

4 scenarios where an offset mortgage could be useful

Higher-rate taxpayers: Beware of the 60% tax trap

How “time travelling” as part of your financial plan could help you secure your goals

The surprising effect your childhood has on your money mindset

5 breathtaking coastal walks you can take this summer in the UK

How many steps should you take every day to improve your health?

Here’s how rising interest rates have affected the property market

3 practical ways you could reduce your tax bill in retirement

How Norway’s “oil fund” became an ESG investment leader

How a financial plan could alleviate your inflation worries

Guide: How to find purpose and get the most out of your retirement

Investment market update: May 2024

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

4 scenarios where an offset mortgage could be useful

Higher-rate taxpayers: Beware of the 60% tax trap

How “time travelling” as part of your financial plan could help you secure your goals

The surprising effect your childhood has on your money mindset

5 breathtaking coastal walks you can take this summer in the UK

How many steps should you take every day to improve your health?

Here’s how rising interest rates have affected the property market

3 practical ways you could reduce your tax bill in retirement

How Norway’s “oil fund” became an ESG investment leader

How a financial plan could alleviate your inflation worries

Guide: How to find purpose and get the most out of your retirement

Investment market update: May 2024

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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.