Matheson Charles

Independent Financial Adviser  6-7 Trim Street, Bath, BA1 1HB
First meeting at adviser's own cost
We believe in a no pressure environment and therefore offer a no Obligation Promise. This is our promise that if you don’t wish to proceed with our recommendations, then you don’t pay any fees.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Jack Haskins
Independent Financial Planner
Mr Toby Bain
Independent Financial Planner
About us

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.

Our services

We are independent financial planners and therefore offer full range of services, including pension planning, Investment, Protection and mortgage advice.

Where to find us
Head office address: 6-7 Trim Street, Bath, BA1 1HB
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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.

Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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