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Latest news

4 practical options for handling property following separation

Financial protection isn’t just valuable for homeowners. It could be useful for renters too

The voice cloning AI scam you need to be aware of

4 valuable ways lifetime cashflow forecasting could give you financial confidence

10 financial tasks to complete this year to head into 2025 feeling confident

6 lifestyle tips that could reduce your biological age

A fright this Halloween could boost your psychological resilience

2 valuable types of financial protection to consider if you have a family

How to balance philanthropy with your long-term financial security

Climbing annuity rates could boost your retirement income

Does anchoring bias affect your financial decisions?

Investment market update: September 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 practical options for handling property following separation

Financial protection isn’t just valuable for homeowners. It could be useful for renters too

The voice cloning AI scam you need to be aware of

4 valuable ways lifetime cashflow forecasting could give you financial confidence

10 financial tasks to complete this year to head into 2025 feeling confident

6 lifestyle tips that could reduce your biological age

A fright this Halloween could boost your psychological resilience

2 valuable types of financial protection to consider if you have a family

How to balance philanthropy with your long-term financial security

Climbing annuity rates could boost your retirement income

Does anchoring bias affect your financial decisions?

Investment market update: September 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.