About us
Personal care from a small team, delivering financially sound investments
Although we deliberately remain a small, family owned business, we only invest our clients money into institutions that we have carefully researched and completed due diligence on. These tend to be large and always financially sound companies. You can be sure therefore that your money is being run professionally and meets UK financial regulations.
However, as a small Company our clients also benefit from a very personal service from people who have been here for a long time and know our clients well.
With large banks and institutions having a regular turnover of staff and internal re-organisations, our continuity and personal service is a refreshing change in an increasingly automated and impersonal world.
Meet the team
Chris Petrie, DIP PFS
Experience
Chris has worked in financial services for almost 40 years and set up Christopher Charles Financial Services in 2000 he has considerable experience of investment and pension planning, fully qualified to give regulated financial advice. He also has extra qualifications to permit specialist pension income advice.
In recent times, he has become increasingly involved in inheritance tax planning and mitigation.
Outside of work
Chris enjoys running, golf and plays five a side football.
Louise Atkin
Experience
Louise has over 30 years of office experience and joined the team at Christopher Charles Financial Services in 2015 as PA to the Director.
In addition to supporting Chris’s work, Louise deals with a whole variety of Office Administration and telephone assistance to providers and clients.
Outside of work
Louise enjoys walking her Whippet, around our local countryside.
Nicola Deane
Experience
Nicola joined the team in January 2022 as an administrator.
She has worked in Financial Services for 39 years so has seen many changes throughout that time.
Outside of work
She supports her children in their many hobbies including Netball and Fishing.
Testimonials
“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
“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
“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
“Trust them implicitly”
We have used you for many years now, and have come to trust you implicitly.
Mrs A, Northants
Financial planning for your families future
As a small company our clients benefit from a personal service from our experienced team who get to know our clients well.