We want to take as much pressure off you as possible and therefore offer a no obligation service to allow you to make an informed decision without a financial commitment or time deadline hanging over you.
We will always be open about our charges and honest with our advice. We believe our service adds significant value in the long term and therefore we build a financial plan which has your long term targets at the heart.
After getting to know you and your needs, we aim to build a long term bespoke financial plan, which will help put you in control of your personal finances.
As you live your life year by year, we will constantly review your plan to ensure you remain on track or make any changes necessary.
Matheson Charles was founded by Jack Haskins and Toby Bain. Both experienced financial planners, who are incredibly passionate about financial planning and offering a fair and valuable service. We get great satisfaction out of helping people reach their targets.
We are independent financial planners and therefore offer full range of services, including pension planning, Investment, Protection and mortgage advice.
Matheson Charles Ltd is an appointed representative of In Partnership, the trading name of The On-Line Partnership Limited, which is authorised and regulated by the Financial Conduct Authority.
Estate & Tax Planning Advice is not regulated by the Financial Conduct Authority.
6-7 Trim Street, Bath, BA1 1HB
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