About Us

Small can be beautiful

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.

Chris Petrie, DIP PFS

Company Director

Chris has worked in financial services for 30 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.

Samantha Darbyshire

Executive Assistant

Samantha joined the Company in 2012, and provides client support, as well as dealing with office administration work. With six year’ experience in financial services now, Sam has begun studying for formal financial qualifications.

Louise Atkin

PA to the Director

Louise joined the team in 2015 as PA to the Director. In addition to supporting Chris’s work, Louise deals with the office administration and telephone assistance to clients.

Small can be beautiful

Contact Christopher Charles Financial Services to find out how we can help you