What we do | Character Financial Services

INVESTMENT ADVICE

Receive expert investment advice to make informed financial decisions, grow your wealth, and achieve your long term goals.

ESTATE PLANNING

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.

Investment Advice

Investment advice is a crucial aspect of financial planning. When considering investments, its essential to diversify your portfolio to spread risk.

Our aim is to maximise your returns based on the level of risk you are prepared to accept. In order to hit full potential, we will take time to fully understand your aspirations and your timelines to determine the most suitable investments for you.

We will work with you to hit your long term goals, where you will be able to choose from:

Passive or active portfolios
Managed portfolio services
Bespoke discretionary full management