Charles Christopher Financial Services

Christopher Charles Financial Services is a proudly independent and family-owned business, providing a comprehensive range of financial services. Our clients' investments are carefully managed, with meticulous research and due diligence conducted on all institutions before any investment takes place. We specialise in investing with large, financially sound companies, ensuring your money is managed professionally and in compliance with UK financial regulations.

Our Services

At Christopher Charles Financial Services, we are dedicated to offering a diverse range of services to cater to our clients' unique financial needs. Here are some of the services we provide:

1. Investment Advice: Our expert team conducts thorough research and analysis to provide informed investment advice tailored to your financial objectives and risk tolerance.

2. Retirement Income Services: We help you plan for a comfortable retirement by providing income strategies that optimise your retirement savings and protect your income.

3. Tax Planning: Our tax planning specialists help you navigate the complex world of taxation and ensure that you make the most of the available tax allowances and reliefs, reducing your overall tax liability.

4. Wealth Management: Our wealth management team helps you protect and grow your wealth through careful investment selection and ongoing monitoring.

Dedicated and Personal Service

The team at Christopher Charles Financial Services is committed to delivering a high standard of professional and personalised service. Our clients benefit from our continuity and personal approach, ensuring that their financial needs are met with expertise, honesty, and clarity.

• "High standard" - The service I have received from this company over several years now has been of a high standard, thorough, and caring. The advice received from Chris has proved to be sound and his reliable 'overseeing' of my investments does give me confidence. The staff are always helpful and queries are answered as quickly as possible. - Mrs GW, Wales

• "Professional and personal" - I found your service to be both professional and personal. - Mr G, Luton

• "Professional advice" - Professional advice combined with honesty and clarity are the hallmarks of the service from Christopher Charles. I would not hesitate to recommend it. - Mrs CF, Bedfordshire

• "Very happy with the advice" - Over a considerable time, we have been very happy with the advice, flexibility, and helpfulness of CCFS. This reliable service underpins a considerable part of our financial planning. - Mr MS, London

• "Trust them implicitly" - We have used you for many years now, and have come to trust you implicitly. - Mrs A, Northants

"Friendly and patient" - Just to say regarding Christopher Charles Financial Services, as I find the area of investment somewhat daunting, their hands-on, friendly, and patient approach with good advice is appreciated. - Mr CR, Northampton

Our People

Our talented team has extensive experience and qualifications in financial services.

• Chris Petrie, DIP PFS - Company Director: With over 30 years of experience in financial services, Chris Petrie specialises in investment and pension planning, and is fully qualified to provide regulated financial advice.
• Samantha Darbyshire - Executive Assistant: With six years of experience in financial services, Samantha provides client support and manages the office administration work. She is currently studying for formal financial qualifications.
• Louise Atkin - PA to the Director: Louise joined the team in 2015 and provides administrative support to Chris, as well as offering telephone assistance to clients.

Contact us today to find out how our personalised approach to financial services can help you achieve your financial goals.