AVAIL Financial Planning - Milton Keynes

Nick D.

Charlotte has managed my finances and pension for many years now and as well as offering brilliant advice on what / how / where my money is invested, my returns always perform well above market expectations.

On top of this, Charlotte is very thorough with my day to day finances including where / how I can make savings or achieve benefits by making a change.

I have just today referred a colleague to Charlotte as I know she will work with her best interests always.

Lisa V.

Charlotte is so personable and highly knowledgable in her approach to supporting you and your business.

Over the years she has given me sound advice, she is completely selfless and ensures your best interest is at heart.

I totally trust Charlotte with my financial affairs and can highly recommend her.

Logan S.

Charlotte helped me set up my investment pension with expert advice, I feel a great deal of comfort knowing my future is covered.

I am looking forward to the continued relationship of Charlotte being my FA, I know she has my best interest at heart.

Jade G.

Charlotte has helped me to understand the various investment opportunities that are available to me and how each offering aligns with my life planning/goals.

She has a very personable approach to helping me understand the benefits of each and I am confident that my plans are being well looked after.

Aban D. L.

We recently contacted Charlotte for advice about our finances, pensions, savings and help in forecast planning. Unfortunately we were entering a very uncertain time in our lives, primarily due to serious health issues. Not knowing what the future held, brought questions about our financial situation more into focus. We needed someone to help us review everything, so that we had the reassurance that from a financial point of view we could ensure our primary life objectives could still be met, no matter what.
From our first meeting, we felt extremely comfortable with Charlotte. She was a like a breath of fresh air! Very professional, knowledgeable, with plain speaking advice that was so easy to understand. Someone we had trust in, with no hesitation in opening up to... since it was our first time talking so openly about our finances, we thought this process would be daunting, but Charlotte made it very easy. Explaining everything clearly, and giving us the financial advice and reassurance we needed.

Joshua S.

I recently worked with Avail Financial Planning and specifically with Charlotte Walters. She is incredibly honest and forthright, providing clear and unbiased advice tailored to my financial needs. Charlotte took the time to understand my goals and crafted a realistic plan without pushing unnecessary products. Her transparency and patience in explaining complex concepts built my trust quickly. If you want a trustworthy and professional financial advisor who truly cares about your success, Avail Financial Planning is the one to choose and I highly recommend Charlotte!

Jean W.

Charlotte is really easy to deal with. She explains complex financials in plain English. When looking at the future Charlotte explores all the options and makes the most appropriate recommendations. She offers great investment products through St James Place. I am very happy with the performance of the investments I have with her. And am very grateful for the support and patience she is providing currently for our change in circumstances. I feel her advice is professional and comprehensive and would certainly recommend.

Charlotte H.

Charlotte has been amazing! Setting up a personal pension had been on my to do list for ages but as a busy mum of two and business owner it kept moving down the list. Charlotte helped me finally take action and get one set up with regular contributions that work for me. She has also looked at the bigger picture for me so I can truly understand my financial situation and the actions I need to take to reach my financial goals.