Christopher Charles Financial Services are a small, family owned business who only invest our clients money into institutions that we have carefully researched and completed due diligence on. We offer many different services for our clients making sure we always offer a professional yet personal service so we can understand exactly what you're looking for when investing.We feel our financial services speak for themselves and we have created some case studies which are examples of how we've helped some of clients to achieve their long terms goals.
Services
Although we deliberately remain a small, family owned business, we only invest our clients money into institutions that we have carefully researched and completed due diligence on. These tend to be large and always financially sound companies. You can be sure therefore that your money is being run professionally and meets UK financial regulations.
Investigation and collation of existing financial arrangements with clear presentation of our summaries. Carefully constructed portfolios, to suit your individual requirements, aims, ambitions and Risk Profile. Estate/Inheritance Tax planning and arrangement of Trust, including non-controversial offshore Trusts where appropriate.
Our Clients, Mr & Mrs T, wanted to know how Mr T could best arrange to gradually wind-down his business and commence retirement income at the same time. Mr T had a number of different pension policies, although he was uncertain about exactly how they were invested or whether they were making suitable investment returns.
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