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"I was looking for someone to arrange my savings and investments in a way that I could understand. A previous adviser had failed to make any contact for a length of time and a review was required. Charles visited and took time to get to know my needs and what I needed, He took time to explain what type of investments would be the best for my needs. The important thing was knowing that the investments were together and would be easy to access with Charles’ help."Kevin, Chief Executive, Charitable sector
"I met with Charles about three years ago and immediately his manner and obvious enthusiasm led to my complete trust in his capabilities. Charles explained the fluctuations in this extremely volatile state of the market and the steps that were being taken to my complete satisfaction. and understanding. I consider that his regular meetings and reviews are very important and are held in a most friendly and professional manner."Lucy, Regional Manager, Banking sector
"I came to Charles seeking early retirement advice. He offered excellent advice, and made everything very straight forward and easy to understand. I would highly recommend Charles as someone interested in the individual & getting the best for them."Anthony, Senior Manager, BBC
"When I reached the age of 60, with pension due, I did not know what to do and wanted professional help. Charles sorted everything out, got me the best deal possible. I was very happy for Charles to sort everything out for me, he is very professional, but at the same time, down to earth and very friendly."Leo, Senior Manager, HR