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What do our clients say about us?

Jeremy Greaves at Bevan Charles has been our financial advisor for around twenty years, and over that time he has helped us to plan our finances for our mortgage, long term savings and savings for our children.  Jeremy has been our contact at the company throughout that time and has provided us with consistent, sound financial advice and guidance, and he has always been clear about the costs of their service.  We would highly recommend both Jeremy and Bevan Charles to provide sound financial advice and planning.
Testimonial 1
Bevan Charles has been providing me with financial advice for the last 20 years. Jeremy has always been very professional and I trust his advice. He has recently helped me through the process of purchasing an office property with my pension, which was great. I am therefore very happy to recommend Bevan Charles.
Trevor I.
Having had mixed results working with financial advisers in the past, it was with some apprehension that I approached Bevan Charles Ltd when I returned to the UK some five and a half years ago. Since that time, I have been very happy with the working relationship that has developed with my contact, Jeremy Greaves and feel comfortable that I can trust the advice I am given. Throughout our dealings, I have been impressed by the standard of care shown in developing strategies to meet my personal needs and, with the help I have received, am happy that my financial affairs are now in good order.
I have been with Bevan Charles for 15 years and they have successfully managed my pension investment significantly above the rate of inflation and other schemes I looked at. They were very careful to understand my investment needs and to treat me as an important client and not just part of a large investment portfolio. Would highly recommend them.
David R.

Company address: Bevan Charles Ltd, 7-8 Raleigh Walk, Waterfront 2000, Brigantine Place, Cardiff, CF10 4LN

T: 02920451160 E:

Bevan Charles Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Bevan Charles Limited is registered in England and Wales, Number 3726046. Registered Address: 7/8 Raleigh Walk Waterfront 2000, Brigantine Place, Cardiff, CF10 4LN

The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 07/09/2023



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