Investment
advice
We help you identify your key goals and objectives and then help you to achieve these by managing your finances in the most effective way.
We help people at all stages of life with their financial goals. There is no one-size-fits all solution – our service is always personalise to you. You may need one-off advice on a particular topic, such as your retirement, or a comprehensive plan for your overall finances with ongoing support.
- Stocks and Shares ISAs: Tax efficient investment vehicles
- Junior & Lifetime ISAs
- Investment Bonds
- ESG Investing
- Alternative Investments: VCT, EIS and BPR solutions
Our services
Pensions
We will work with you closely, with the sole aim of helping you keep more of your money.
Estate planning
Prevent disputes and burdens, ensuring that liability to ta x does not arise unnecessarily.
Business protection
Business protection to help you stay resilient even in the face of unforeseen challenges.
We have been using Paul at Character Financial Services for many years to look after our pensions and investments. He is extremely knowledgeable and nothing is too much trouble. He is always very generous with his time and advice and we always appreciate the personal touch we get from him.