Latest news

News Wills

20 Aug 2024

Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy

News Wills

08 May 2024

Will disputes are on the rise. Here are 7 pragmatic steps you could take to minimise conflicts

News Wills

26 Sep 2022

5 things you can include in your will but may have overlooked

News Wills

29 Mar 2022

Will disputes are on the rise. 3 things you can do to minimise the chances of your wishes being challenged

News Wills

04 Jan 2022

7 different ways you can leave gifts in your will

Top

Latest news

Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy

Will disputes are on the rise. Here are 7 pragmatic steps you could take to minimise conflicts

5 things you can include in your will but may have overlooked

Will disputes are on the rise. 3 things you can do to minimise the chances of your wishes being challenged

7 different ways you can leave gifts in your will

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

Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy

Will disputes are on the rise. Here are 7 pragmatic steps you could take to minimise conflicts

5 things you can include in your will but may have overlooked

Will disputes are on the rise. 3 things you can do to minimise the chances of your wishes being challenged

7 different ways you can leave gifts in your will

Sign up to our newsletter

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.