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.

Estate Planning

Estate planning is a fundamental process that involves the arrangement and organisation of one's assets, properties and financial affairs to ensure a smooth and efficient transfer of wealth to beneficiaries upon one's passing.

We can help you take an objective and holistic approach to enable to you pass on your wealth as effectively as possible.

From simple gifting to more advanced planning via trusts, you can transfer your assets safe in the knowledge that you have minimised any tax implications for your dependents and beneficiaries.