Today’s plans. Tomorrow’s possibilities.
Guiding you to build wealth with purpose
and intention
​
At Charles & Co, we help business owners achieve success that is measured in more than numbers. This means not only supporting you to navigate your future with more confidence but also looking after those that matter most to you – your family and the team that shapes your business.
Services
Personalised financial planning for you, your family and your team at whatever stage of life
Owners
Balancing personal and business interests
Redistributing profits to diversify assets
Reducing reliance on key contributors
Protecting the value of the business
Family
Funding important family milestones
Easing any gaps in earning capacity
Coordinating your retirement plans
Educating the next generation
Team
Replacing income during sick leave
Goal planning and financial security
Repaying debts after death or illness
Funding and adjusting pensions
What do you want your life to look like?
We believe in building lasting relationships with both businesses and individuals to help you get the most from your money and enjoy life – whatever that means to you.
We adopt a values-driven approach to managing finances that is centred around what is most important to you. By laying down this strong foundation, we work with you on a plan tailored to your specific needs and wants, guiding you to prepare for your future effectively.
Our process is driven by a genuine interest in giving you the highest chance of success and we believe the best way to achieve that is by truly getting to know you. This is why we have developed our unique ALIGN system – a comprehensive framework that puts you at the forefront.
This ensures that our recommendations reflect a deep understanding of your mindset and behaviours around money. Our structured approach will help you feel more in control and at ease with your money.
A unique approach...
How we work with you
Connect
Our first conversation focuses on understanding your goals and priorities.
Explore
We review your finances to identify risks and opportunities for improvement.
Design
We put together a personalised plan to achieve you goals in a detailed report.
Finalise
You can seek clarification before you decide to apply our recommendations.
Reflect
We revisit your plan regularly to track progress and adjust for change in your life.
Your trusted partner
Clarity. Support. Progress.
What clients have shared about
our conversations...
Naomi quickly understood our financial aims and gave a clear summary of the
key points we need to address.
Her whole approach was superb — a genuinely useful and insightful
experience from start to finish.
Naomi took the time to understand my situation and has a good appreciation of what I’m trying to achieve.
*Feedback gathered through anonymous client surveys
Common Questions
We recognise you may have a lot of questions at this stage but to help you get started, we've put together clear, straightforward answers to the ones clients ask us most
Ready to take the next step?
​
Book a connect call at no cost to talk through where you are now, what you're looking to achieve and how we can support you towards your goals.
​
If we're not the right match, there's no pressure to take things further.
E-Bulletin Service
No fluff. No spam. Just occasional insights delivered straight to your inbox.
Still have a question?
0115 852 3393
Monday - Friday:
9:00am - 5:00pm
Weekends & Bank Holidays:
Closed
Contact us
This website is for information purposes and does not constitute financial advice, which should be based on your individual circumstances. The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
​
Naomi Charles, trading as Charles & Co, is an Appointed Representative of New Leaf Distribution Limited, which is authorised and regulated by the Financial Conduct Authority (FRN: 460421).
​
Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance.
​
Click here to view our Privacy Policy & Complaints Procedure
​​
BACK TO TOP