0330 038 8940
Based in Kingsbridge
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2021
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Charlie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 12 April 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
Charlie has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Charlie has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
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
Charlie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Charlie has not yet added their fees to their profile
Fees not yet added
Charlie has not yet added their fees to their profile
5
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Charlie (based on 5 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
Charlie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 12 April 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
Charlie has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Charlie has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
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
Charlie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Charlie has not yet added their fees to their profile
Fees not yet added
Charlie has not yet added their fees to their profile
5
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Charlie (based on 5 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.