Background

Charles Reynolds & Associates (CRA) is a firm of experienced Independent Financial Advisers delivering a professional and specialised service to individuals and businesses throughout London and the South East of England. Our administrative base, in New Barnet, provides top quality technical and research support to a growing team of experienced advisers. Our team can demonstrate considerable experience in the investment, tax planning and pensions industry. Our combined knowledge and expertise ensures our clients receive a quality of advice which they tell us is second to none.

At CRA, we are committed to delivering outstanding customer service. This is why the business has gone from strength to strength. We have considerable experience in providing financial planning solutions to individual clients, companies, company directors and self-employed individuals. Our balance of professionalism and friendliness has a big part to play in our success. Our service is aimed at helping clients decide how best to achieve their own financial goals.

This involves:

  • Potentially mitigating exposure to inheritance tax
  • Helping to protect financial lifestyle in retirement
  • Helping to arrange retirement and other benefits for the directors and employees of a business
  • Working with employers and employees to introduce effective and robust Staffcare packages
  • Helping to protect families from the unexpected

    • As Independent Financial Advisers we have access to all available financial services solutions and are able to identify those that suit our client’s current needs and circumstances. From the first meeting to putting a plan into action, we keep our clients best interests at the centre of everything we do. Maybe this is why so many of our new clients are introduced to us by our existing ones.

    * The Financial Services Authority does not regulate Taxation and Trust Advice.