Services

What we do at Christopher Charles Financial Services Ltd

Full financial reviews.

Investigation and collation of existing financial arrangements with clear presentation of our summaries.

Investment Risk Assessment, with clear output and explanation.

Understand your financial goals and objectives.

Existing investment and pension benefits explained and advised.

Recommendation and implementation of new financial products or platforms, if appropriate.

Carefully constructed portfolios, to suit your individual requirements, aims, ambitions and Risk Profile.

Truly independent, impartial advice from across the whole market.

Technical Advice, with a speciality on pension schemes.

Estate/Inheritance Tax planning and arrangement of Trust, including non-controversial offshore Trusts where appropriate.

On-going reviews, monitoring of investments and advice.

Lifetime Cashflow, management planning, to ensure you understand your own financial position and to help keep your plans on track.

Regular e-mail investment bulletins, written by Chris Petrie with our clients in mind.

Ad-hoc questions answered and other financial matters resolved.

Fees are set at affordable levels and can often be charged from the financial products for convenience or tax efficiency.

All advice fully regulated with full client protection under Financial Authority Rules and The Financial Services Compensation scheme.

What we do at Christopher Charles Financial Services Ltd

Full financial reviews.

Investigation and collation of existing financial arrangements with clear presentation of our summaries.

Investment Risk Assessment, with clear output and explanation.

Understand your financial goals and objectives.

Existing investment and pension benefits explained and advised.

Recommendation and implementation of new financial products or platforms, if appropriate.

Carefully constructed portfolios, to suit your individual requirements, aims, ambitions and Risk Profile.

Truly independent, impartial advice from across the whole market.

Technical Advice, with a speciality on pension schemes.

Estate/Inheritance Tax planning and arrangement of Trust, including non-controversial offshore Trusts where appropriate.

On-going reviews, monitoring of investments and advice.

Lifetime Cashflow, management planning, to ensure you understand your own financial position and to help keep your plans on track.

Regular e-mail investment bulletins, written by Chris Petrie with our clients in mind.

Ad-hoc questions answered and other financial matters resolved.

Fees are set at affordable levels and can often be charged from the financial products for convenience or tax efficiency.

All advice fully regulated with full client protection under Financial Authority Rules and The Financial Services Compensation scheme.

  • “Trust them implicitly”

    We have used you for many years now, and have come to trust you implicitly.

    - Mrs A, Northants

  • “Professional advice”

    Professional advice combined with honesty and clarity are the hallmarks of the service from Christopher Charles. I would not hesitate to recommend it

    - Mrs CF, Bedfordshire

  • “High standard”

    The service I have received from this company over several years now has been of a high standard, thorough and caring. The advice received from Chris has proved to be sound and his reliable 'overseeing' of my investments does give me confidence. The staff are always helpful and queries are answered as quickly as possible.

    - Mrs GW, Wales

  • “Professional and personal”

    I found your service to be both professional and personal

    - Mr G, Luton

  • “Very happy with the advice”

    Over a considerable time, we have been very happy with the advice, flexibility and helpfulness of CCFS. This reliable service underpins a considerable part of our financial planning

    - Mr MS, London

  • “Friendly and patient”

    Just to say regarding Christopher Charles Financial Services, as I find the area of investment somewhat daunting, their hands-on, friendly and patient approach with good advice is appreciated.

    - Mr CR, Northampton

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