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 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 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.
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.
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.
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.
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
Professional advice combined with honesty and clarity are the hallmarks of the service from Christopher Charles. I would not hesitate to recommend it
We have used you for many years now, and have come to trust you implicitly.
I found your service to be both professional and personal