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

Character Broker Solutions

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Enabling entrepreneurial individuals to start up their own insurance brokers supported by the groups expertise and infrastructure

Character Insurance Brokers

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Protecting individuals and businesses from the risks they face everyday

Mediguard

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

Character Financial Services Limited is authorised and regulated by the Financial Conduct Authority

Reference No. 144340 (www.fca.org.uk/register)

We are registered as a company in England and Wales. Company number 2316414

Registered office: Office 40a, Bourne House, 475 Godstone Road, Whyteleafe, Surrey, CR3 0BL