What we do | Character Financial Services

Estate planning is the key to preserving your assets and ensuring a smooth transfer of your wealth to your heirs, all while minimising potential tax burdens.

RETIREMENT PLANNING

Plan your retirement with confidence, securing your financial future and the lifestyle you've always dreamed of.

BUSINESS PROTECTION

Business protection safeguards your company's future, ensuring it thrives and is resilient even in the face of unforeseen challenges.

DEFINED BENEFIT PENSION ADVICE

Receive specialist guidance on your defined benefit pension, ensuring you make informed decisions for a secure and prosperous retirement.

Defined Benefit Pension Advice

Defined benefit pension advice relates to those who have a pre-determined amount of income upon retirement.

We are pension transfer specialists with excellent defined benefit knowledge and experience.

We are authorised by the Financial Conduct Authority to provide advice on transferring safeguarded benefits.

This is a complex area of advice and we will guide you through the steps necessary to help you make an informed decision on moving benefits from a final salary scheme.

Find out more about final salary schemes here.