Our approach
Our priority is to make sure you feel safe in the knowledge that you have planned for the future you want. By taking the time to get to know you properly, we provide financial advice tailored specifically for you.
We understand that no two clients are alike, so we aim provide a truly individual service aimed at meeting your ambitions and goals, whilst taking into account your unique circumstances.
How we work with you to help you achieve your goals
Focus on you
At the core of what we do is our belief that you, the client, is the most important component of our business. When we enter into a relationship with you, we take the time to learn how best to serve you based on your needs, goals and values.
By working closely with you, we will help you identify your key goals and objectives, and then help you achieve these by managing your finances in the most effective way. This focus on ‘you’ drives our relationship and determines the services and solutions we offer.
Investment strategy
We will analyse your current financial situation and see how these align with your short-, medium- and long-term goals. This analysis will typically utilise sophisticated financial tools, which will allow us to evaluate your current position.
This initial research will allow us to forecast your current financial position for years to come, taking in variables such as market corrections, inflation and tax.
Personalisation
Once we have analysed your current position, we will be able to identify an appropriate financial planning strategy specifically for you. Using industry leading technology, we are able to research the whole of the market, and provide tailored advice that is specific for your needs.
Our recommendations will be detailed in a report and explained in a way that you can fully understand. Together, we will create a long-term financial plan which continually evolves as your circumstances change.
Our expertise
Experienced advisors
We are a distinguished boutique financial advisory and wealth management consultancy that offers an unwavering commitment to our clients’ financial well being.
As an independent firm, we provide objective and personalised advice that aligns with the unique goals and aspirations of each client.
Our process
Peace of mind
Building a long-term relationship enables us to put together a flexible financial strategy.
Personalised to adapt as your life changes, and provide you with the peace of mind that your financial planning needs are being well looked after. With Character Financial Services, you’re not just another portfolio; you’re a valued individual on a path to financial success.