Why choose us?
Chartered Financial Planners
As a firm, we have been awarded corporate Chartered status. This means that we have made a joint public commitment with the CII to deliver the highest standards of professionalism. We must maintain standards of excellence in qualifications, ethics, business practices and professional development. Our Chartered status is something we celebrate, as it sets us apart in our profession. It’s no easy feat to achieve, but through hard work and determination, we’re immensely proud to call ourselves Chartered.
Chartered Financial Planner
Charlie Brown has been awarded Chartered Financial Planner status by the Chartered Insurance Institute (CII). Chartered status is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics. Choosing a Chartered Financial Planner means you can be confident that you are dealing with one of the UK’s leading advisers who is wholly committed to providing you with the best possible advice, service and support.
Fellow of PFS
Charlie is also a Fellow of the Personal Finance Society (PFS) – the highest designation awarded by the PFS. Completion of the Fellowship programme shows that I have attained and maintained the most prestigious level of professional financial planning achievement. Fellowship doesn’t just come with letters after my name, it also comes with commitments to continuing professional development and adherence to the CII Code of Ethics. As a Fellow of the PFS, I am committed to the highest ethical standards, integrity and levels of service.
The long-term relationships we build
We know we can achieve the best outcomes for you when we’re able to build a long-term relationship, based on a deep understanding of you and your objectives.
The more we get to know you, the more we can do for you. That’s why we choose not to take on single, transactional pieces of work. Instead, we prefer to offer our clients comprehensive financial planning and the peace of mind it brings.
Our discretion
Achieving the best results for you is only possible when you’re able to trust us. However, we know that it’s a big thing to trust someone with your sensitive personal and financial information. Sometimes we may need to discuss sensitive topics, a part of which involves you disclosing information that’s normally kept private. Please be assured, we offer total discretion, and that difficult topics are discussed with the utmost confidentiality, sensitivity and compassion.
Our client service
We won’t ever keep you waiting for a response. We know that if you ring or email us, it’s because there’s something pressing you need an answer to. We know what our clients appreciate and value because we make a point of asking and listening to the feedback we receive.
We enjoy getting to know you well and building what many clients see as a friendship, not just a business relationship.
Hear it from our clients…
With Charlie’s help, I’ve maintained a very good – improved - level of income.
Recommended very highly and we're totally happy with every aspect of the service he offers.
We use Charlie for group life cover, auto-enrolment and pension schemes.
Charlie is extremely helpful and professional and knowledgeable.
Our clients highly recommend us
We’re delighted to have a 5-star rating on Google. You can read some of our reviews below. We’re also featured on VouchedFor, the UK’s leading customer review site for financial advisers. By clicking on the VouchedFor widget below, you can read what our clients have to say and see how they rated us.
Christopher frapwell2023-02-08They provide a friendly professional service
Guy Davies2022-12-08Charlie Brown has been our Financial Advisor for a number of years. He has always been very honest and understanding, and we have been delighted with the service he has given us.
Stephen Beard2022-11-25Thank you, Charlie, for all your help over many years, I feel really confident that the information supplied is current and most suited to my situation to date and in planning for the future, I would, and have, recommend Charlie to many colleagues,
Susan Smith2022-11-24With the uncertainty of the current economic climate I was delighted to find Charlie with his experience and expertise to advise me on my finances and the best options available at this time. He is welcoming, professional and explains things clearly without the jargon! Always available and a pleasure to talk to, updating you with regular news and relevant tips to keep you fully informed. The forecast charts he produces are really helpful and I am now feeling more at ease with my finances and what the future holds after meeting up with Charlie.
Nicola Parry2022-10-18Charlie offers excellent support, is patient and is able to help us see our situation from different perspectives.
Deep Blue2022-07-13My family and I have been receiving the stellar financial advice and support from Charlie for many years and could not be happier with his services. A real all-round professional consultancy guru :-)
Rachel B2022-05-20I continually recommend Charlie to friends and family. He has worked with us for many years and we trust and value his knowledge in all things finance.
Carole Whitty2022-05-11Charlie Brown has been our financial adviser for a number of years now, he is down to earth, easy to talk to and has given us clear information. We have found him to be efficient and has followed through any queries very promptly.
James Mentz2022-05-04Charlie provides an outstanding service. He took the time to clearly explain and reassure us and was on-hand to walk us through even the most complex financial products. I would throughly recommend Charlie and his team at South Devon Financial Planning and will definitely continue working with them for the foreseeable future.
