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The Charles Group
Limited

Saga Financial
Planning

Independent Financial Advisor in Horsham

The Charles Group Limited

Address: Koinonia, Slinfold, Horsham, West Sussex. RH13 0RL
Telephone: (01403) 791403
Fax: (01403) 791025
E-mail: enquiries@thecharlesgroup.co.uk
Contact: Alison English

General information
The Charles Group Limited, an Independent Financial Advisor in Horsham, was formed in 1996. It is a small but very friendly company providing independent financial advice to individuals and small corporate clients.

We have a large number of clients throughout the UK with whom we communicate on a regular basis. Incorporated within our portfolio, we offer holistic financial planning advice. We look at your current circumstances, put plans together for today and then on a regular review, plan for your future. You can relax knowing that you and your family wealth, health and security will be looked after well into retirement.

Our services include planning in the following areas:

Tax efficient lump sum investments (including Off-Shore)
Retirement Planning -Pensions and income planning for retirement
Income Protection
Personal or Corporate Protection -Life and Critical Illness
Regular Savings Plans

We pride ourselves in being able to recommend and implement a personal financial plan specifically chosen to meet your needs -now and in the future.

We offer a FREE one hour initial consultation -to arrange an appointment please contact Alison English Tel: 01403-791403 or Email: enquiries@thecharlesgroup.co.uk

The Charles Group Limited -Registered in England No. 3231144.
Independent Financial Advisers authorised and regulated by The Financial Services Authority

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