Charles Coleman

Financial Adviser

Previously a Building Society Manager, I have built on this mortgage expertise and have now been involved in all aspects of financial planning for the last 19 years.

Combining this wealth of knowledge and experience to deliver the best outcomes, I have a strong client focus – whatever the client’s position – and am keen to help clients make the most of their finances, whether investment or pension-related plans for the future or having suitable protection in place to be able to cope with the unexpected.

I am passionate about building long-term relationships through face to face advice, whether with clients or professional connections. This approach has led to high levels of client satisfaction and ongoing referrals.

Areas where Charles can help:


Retirement & Pensions


Insurance & Protection


Mortgage Planning


Savings & Investment


Corporate Advice

Get In TouchCall 01926 864746 or fill in the form below.