Welcome to Benedict Charles –
The independent financial planning experts.
We are here to help you better understand your finances and put a realistic action plan in place to achieve your goals.
We know that for some, when it comes to sorting out finances, life simply gets in the way and planning is not always a priority.
We will help you structure and organise your financial affairs – giving you the peace of mind that your money is in the right place for the right time. Whether that is for a planned life event such as retirement, building an investment portfolio for the future or protecting you and your family against one of life’s unplanned curveballs, like sickness, critical illness, or death.
““Rob has patiently guided me through the financial maze by explaining risk levels, my options and future planning. He provides clear and easy to understand documentation, along with regular updates and face to face meetings. I would highly recommend Benedict Charles Financial Planning.””
Take control
Just get in touch to take the first step to sorting out your financial affairs once and for all. Together we will arrange an initial meeting – at no cost to you, and at a time and location of your choice.
We will work together to take stock of where you are now, understand your financial goals and create an action plan to help you get there. Once that is done, we will review these plans regularly with you to make sure you are staying on track – regardless of what life throws at you.