Find an Independent or Restricted Financial Adviser

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

With years of experience in the financial industry, I have developed a deep understanding of the challenges and opportunities that individuals and families face when it comes to managing their wealth.

As your local Financial Adviser and part of the local community I understand everyone has unique circumstances, so you can rest assured I will create a bespoke and achievable plan to build your solid financial future.

We believe that life is not a rehearsal. You only have one chance to live it the way you want - there is no take two! As Chartered Financial Planners, we help our clients achieve and maintain the lifestyle they want, without fear of running out of money.

Charles Bailey has been providing financial advice for over 11 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

Independent, Whole of Market, Chartered Financial Adviser covering Surrey, Hampshire and Berkshire. 18 years’ experience in pensions, retirement planning, investments, inheritance, long term care and divorce or separation. Personal and unbiased advice!

We offer friendly, contemporary, Independent Financial Advice with good old-fashioned personal service. Our aim is to help you to "Invest In Your Values" with a view to using your finances responsibly and sustainably.

We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.