Charlie Okell

What were the circumstances that caused you to initially look for an adviser?

Advice on investments, savings and pension

How has Charlie Okell helped you?

Charlie has provided me with help on various investments and more recently with my pension which was not performing terribly well. It has improved considerably since I moved this to FLM.

Have you seen the outcome you were hoping for?

On the whole, yes.

What could they have done better?

I am very happy with the service that Charlie provides.

What were the circumstances that caused you to initially look for an adviser?

Charlie has provided extremely valuable advice on my long-term wealth planning . Our partnership started from the consolidation of my assets across few pensions funds.

How has Charlie Okell helped you?

He helped me to build and diversify investment portfolio that aim to achieve my long-term financial goals, and protect my savings. I've started a new business recently, and benefited significantly from the accumulated savings over the course of last 6 years under Charlie's supervision.

Have you seen the outcome you were hoping for?

Yes, indeed.

What could they have done better?

I do not have any specific recommendations.

What were the circumstances that caused you to initially look for an adviser?

As a higher earner i wanted a better investment option for savings and advice about pensions

How has Charlie Okell helped you?

We discussed savings options, Charlie was very transparent and provided sound advice. Later we’ve discussed options to ensure I maximise tax free pension savings.

Have you seen the outcome you were hoping for?

Although the stock market has currently had an impact, yes I’m comfortable with the outcome in the longer term.

What were the circumstances that caused you to initially look for an adviser?

Being a business owner, I required advice on a range of services, particularly looking at setting up a pension.

How has Charlie Okell helped you?

Charlie advised me on which avenues I should explore, and then helped me make an informed decision on a number of services. Life insurance and critical care were good things to be paying into monthly which I had not done previously.

Have you seen the outcome you were hoping for?

Yes, pre Covid so far so good.

What were the circumstances that caused you to initially look for an adviser?

Investment advice

How has Charlie Okell helped you?

Advice / ideas /planning

Have you seen the outcome you were hoping for?

Mainly