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Grow and build wealth based on good advice

Choosing your financial advisor to help you grow and maintain your wealth, is a big decision.

We are guided by the principle of quality over quantity and will take our time to get to know you and all that you care about. 

To find out more about who we are, and what you'd be part of, keep reading...

About Us

We are a boutique financial advice and wealth management consultancy, delivering bespoke solutions for individuals looking to take control of their financial future.

Character Financial Services is part of The Character Group, a broad ranging insurance group providing solutions across General Insurance, Financial Services and Medical Malpractice, as well as helping start-up insurance brokers take their first steps into the market via Character Broker Solutions.

We are continually investing in the group to grow the products and services available to you and to bring on board fresh talent that fit our culture of 'client first'.

To find out more, we invite you to read more about us below and click on the logo of the group companies.

Group Companies

Character Investments

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Investing in individuals and businesses, providing solutions to support entrepreneurial growth

Wisemans Insurance Services

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General insurance broker with niche expertise in the haualge, logistics and transportation sector

Character Insurance Brokers

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Protecting individuals and businesses from the risks they face everyday


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Specialising in medical malpractice insurance, providing bespoke indemnity solutions within the healthcare sector

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