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Latest news

Financial wellbeing: 4 steps to creating a financial wellbeing plan

Earth Day 2023: Small but powerful ways you can improve the environment

International Women’s Day: 5 things you could do to improve your long-term financial wellbeing

8 mood-boosting tips to battle seasonal affective disorder and get you through winter

How to set out goals to achieve success in 2023

8 Chrome extensions that could make your life easier and more productive

7 unique festivals and events taking place in the UK this summer

Do you have “green guilt”? Here are 8 simple ways to make your lifestyle more environmentally friendly

The most beautiful train journeys you can take across Europe

Explained: The social care cap and what it means for you

10 fantastic books from the Commonwealth to read to celebrate the Platinum Jubilee

The 10 incredible cities you should visit this year according to Lonely Planet

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 wellbeing: 4 steps to creating a financial wellbeing plan

Earth Day 2023: Small but powerful ways you can improve the environment

International Women’s Day: 5 things you could do to improve your long-term financial wellbeing

8 mood-boosting tips to battle seasonal affective disorder and get you through winter

How to set out goals to achieve success in 2023

8 Chrome extensions that could make your life easier and more productive

7 unique festivals and events taking place in the UK this summer

Do you have “green guilt”? Here are 8 simple ways to make your lifestyle more environmentally friendly

The most beautiful train journeys you can take across Europe

Explained: The social care cap and what it means for you

10 fantastic books from the Commonwealth to read to celebrate the Platinum Jubilee

The 10 incredible cities you should visit this year according to Lonely Planet

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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.