Bringing your money and your life together

 
 
 
  Excellent  
    
 Based on 55 reviews 
 
 
  
 
 
 
 
 
 
 
 
  
 
 
 
  
 
 
 Christopher frapwell 
 
2023-02-08
 
 
  
They provide a friendly professional service
  
 
  
 
 
 
  
 
 
 Guy Davies 
 
2022-12-08
 
 
  
Charlie Brown has been our Financial Advisor for a number of years. He has always been very honest and understanding, and we have been delighted with the service he has given us.
  
 
  
 
 
 
  
 
 
 Stephen Beard 
 
2022-11-25
 
 
  
Thank you, Charlie, for all your help over many years, I feel really confident that the information supplied is current and most suited to my situation to date and in planning for the future,
I would, and have, recommend Charlie to many colleagues,
  
 
  
 
 
 
  
 
 
 Susan Smith 
 
2022-11-24
 
 
  
With the uncertainty of the current economic climate I was delighted to find Charlie with his experience and expertise to advise me on my finances and the best options available at this time. He is welcoming, professional and explains things clearly without the jargon!  Always available and a pleasure to talk to, updating you with regular news and relevant tips to keep you fully informed.  The forecast charts he produces are really helpful and I am now feeling more at ease with my finances and what the future holds after meeting up with Charlie.
  
 
  
 
 
 
  
 
 
 Nicola Parry 
 
2022-10-18
 
 
  
Charlie offers excellent support, is patient and is able to help us see our situation from different perspectives.
  
 
  
 
 
 
  
 
 
 Deep Blue 
 
2022-07-13
 
 
  
My family and I have been receiving the stellar financial advice and support from Charlie for many years and could not be happier with his services. A real all-round professional consultancy guru :-)
  
 
  
 
 
 
  
 
 
 Rachel B 
 
2022-05-20
 
 
  
I continually recommend Charlie to friends and family. He has worked with us for many years and we trust and value his knowledge in all things finance.
  
 
  
 
 
 
  
 
 
 Carole Whitty 
 
2022-05-11
 
 
  
Charlie Brown has been our financial adviser for a number of years now, he is down to earth, easy to talk to and has given us clear information. We have found him to be efficient and has followed through any queries very promptly.
  
 
  
 
 
 
  
 
 
 James Mentz 
 
2022-05-04
 
 
  
Charlie provides an outstanding service. He took the time to clearly explain and reassure us and was on-hand to walk us through even the most complex financial products. I would throughly recommend Charlie and his team at South Devon Financial Planning and will definitely continue working with them for the foreseeable future.