Bespoke, independent advice you can trust.
Our experienced and dedicated team provide a private, personal service which is all about ‘you’.
We have the reach to get things done whilst being agile enough to respond to your needs in order to help you plan your financial future.Our services
We offer a personal approach with clear strategies and recommendations across all areas of your financial planning.
- Investment advice
- Life insurance
- Retirement planning
- Pensions
- Estate planning
- Business protection
What our clients say
Paul at Character Financial Services is amazing. He takes time to get to know you and understand your retirement dreams and aspirations and how he can maximise your return on investment.
Lee Walker
Paul is personable and knowledgeable – two attributes that are important when looking for someone to help manage and advise on retirement planning and wider financial needs long-term.
David Waters
Paul at Character Financial Services is amazing. He takes time to get to know.
Lee Walker
Paul at Character Financial Services is amazing. He takes time to get to know.
Lee Walker
We have been using Paul at Character Financial Services for many years to look after our pensions and investments. He is extremely knowledgeable and nothing is too much trouble. He is always very generous with his time and advice and we always appreciate the personal touch we get from him.
Victoria Fozard
Paul at Character Financial Services is amazing. He takes time to get to know.
Lee Walker
Independent advice you can trust
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