About Us
​
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 experienced advisors possess an in depth understanding within the intricate world of finance and investment. This depth of knowledge allows them to offer tailor made strategies that range from retirement planning and wealth preservation to comprehensive investment solutions
​
With Character Financial Services, you're not just another portfolio; you're a valued individual on a path to financial success.
Group Companies
Character Financial Services is part of The Character Group, a broad ranging insurance group providing solutions across General Insurance and Financial Services
​
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.
Character Investments
Investing in individuals and businesses, providing solutions to support entrepreneurial growth
Character Insurance Brokers
![Character Insurance Brokers RGB[1]_edite](https://static.wixstatic.com/media/f232dc_ab6ecefe70e943e09a17575c15c4617f~mv2.jpg/v1/crop/x_0,y_1,w_943,h_943/fill/w_96,h_96,al_c,q_80,usm_0.66_1.00_0.01,enc_avif,quality_auto/Character%20Insurance%20Brokers%20RGB%5B1%5D_edite.jpg)
Protecting individuals and businesses from the risks they face everyday
Character Appointed Representatives
Appointed Representative facility for small brokers