David Charles Financial Services
about us
IFA Partners receive the backing of positivesolutions to be able to work effectively with their clients. We believe in using technology to its maximum advantage, utilising the latest cutting edge software and processes to develop the best solutions for clients needs.

David Charles have been providing financial solutions for over 14 years, and between us in our practice, we have a wealth of knowledge to call upon, and the backing of an excellent admin team.

We are located in the middle of Essex in Ingatestone, where clients are welcome to come and meet us if they prefer, but we all offer free of charge home visits.

We also operate from offices in West Ham and Corringham and Hadleigh, and are happy to meet clients in any of our four locations.

As a practice we are able to cover all of East London and Essex and trip into Suffolk and Kent frequently, so don't be put off by us being Essex based.

All our advisers are friendly, easy to get on with and fully qualified. For those that prefer, we also have a female adviser as part of our team.

We are more than happy to do a portfolio review for you of your existing policies and also to get up to date valuations on investments and pensions (even old ones you have forgotten about). We will then give you a professional opinion of your portfolio, all of course without any obligation.

Whetever your financial needs, give us a call or E Mail us, you will find why we really are probably the best financial advisers in the area!

David Charles is a trading style of Positive Solutions

 

 

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David Charles Financial Services is a trading style of Positive Solutions (Financial Services) Ltd. Positive Solutions is authorised and regulated by the Financial Services Authority.
Registered as a Limited Company in England and Wales No. 3276760. Registered Head Office: Riverside House, The Waterfront, Newcastle upon Tyne, NE15 8NY Tel: 0871 700 1111 Fax: 0871 700 0010