Charlie Brown

Charlie Brown

South Devon Financial Planning

Minimum savings/pensions: Over £100,000

0330 038 8940
Based in Kingsbridge
View location

Top Rated 2025
Verified since: June, 2021

4.8 out of 5

91 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 12 March 2025

    Charlie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Charlie has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 18 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Charlie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Charlie has not yet added their fees to their profile

  • 5

    Positive First Impressions

    80% of users who are not yet clients had a positive first experience with Charlie

    80% of VouchedFor users have had a positive (4 or 5 star) first experience with Charlie (based on 5 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 12 March 2025

    Charlie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Charlie has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 18 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Charlie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Charlie has not yet added their fees to their profile

  • 5

    Positive First Impressions

    80% of users who are not yet clients had a positive first experience with Charlie

    80% of VouchedFor users have had a positive (4 or 5 star) first experience with Charlie (based on 5 first impressions)

We help Professionals, Business Owners and Retirees get organised financially, so they can focus on what they are best at. We believe that the secret to happiness in life is spending your time doing what you enjoy ! So that’s what we help our clients do; by getting them organised financially, explaining things clearly and keeping things simple, then staying in touch. It’s a straightforward approach that our clients tell us they appreciate.

Offers available through VouchedFor

Contact Charlie through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Charlie's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Mortgage value

Savings

Clients' level of financial expertise

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Adviser Disclaimer

An initial enquiry or dicovery discussion is at our cost. We then work on a fixed fee basis. For further details on charging please check out the fees section of our website: www.southdevonfinancialplanning.co.uk.