Services
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.