Jeremy Skidmore; Director, Richborne Media Limited – December 2024
“I was recommended to Charlie by a friend over 10 years ago, because I had a small pension pot that wasn’t performing well and I felt it was time to think about the future.
Charlie spent time getting to know my requirements and attitude to investment and then was very clear in his advice on which funds to choose and appropriate contributions, without any attempt at a hard-sell.
Over the past decade his advice, including guidance on an old company pension and an ISA set up long before we met, has helped transform my finances. My pension pot is now looking very healthy, with the funds growing significantly over the years, and I have been very impressed with the returns.
I have regular meetings with Charlie to review performance and he will often make suggestions on funds, which we discuss and then decide on the best way forward. He is also great company and a very likeable guy.
Charlie and Dimitri work very well together, with Dimitri doing a lot of important detailed work behind the scenes. They are both good communicators and respond quickly to any queries. I would highly recommend them.”
Fred and Linda Rutter; 20 August 2024
“Charles has been managing our investments since 2017. After having several different financial advisers over the years, we were recommended to Charles. The clarity of our position and improvement in our performance clear within months, and he also is a genuinely decent bloke.
He made a sincere effort to get to know us and made us clarify our goals in life, in order to prescribe the best path and recommendations. He set targets for us to achieve. His long-term view, supported by the excellent facilities and market intelligence at Foster Denovo has done us proud, achieving far more than we expected. We now have a strong foundation and are much more confident of where we are and what’s to come.
Charles is considerate, charming, and delightful to work with. We look forward to our engaging half early reviews, hearing and acting on his suggestions. We can’t recommend him more highly!”
Adam Armstrong – Director, Herald Training
“I have worked in professional development for fourteen years, training financial advisers and have assessed entire sale forces in that time. The reason I empower Charles Wootton to be my sole financial adviser, and have done since 1998, is because he is far and away the best adviser I have met in all that time. Charles has exceptional knowledge of the market, builds sincere rapport and advises without forcing or using disturbance. Charles is comprehensive in his homework, seeks to fully understand his customers’ drivers and positions his clients to allow them to make informed decisions. I would recommend Charles to anyone, and indeed have. Over the years he has become adviser to my wife, brother, mother, sister-in-law, my son’s Godfather, my business partner and several members of my training and development team. They, like me, recognise the exceptional qualities Charles demonstrates in his work.”
R.L – self-employed photographer
“Charles clearly has vast experience of long-term financial planning, which, together with his keen attention to detail and relaxed and charming manner, inspires enormous confidence in his decision-making. From the very start he listened very carefully to me, in order to fully understand my position and long-term ambitions. Using Voyant, Foster Denovo’s cash modelling software, this enabled him to provide me with a genuinely tailored and collaborative solution, clearly and concisely explained without ever resorting to confusing jargon. After many years of neglect and (at best) passive ‘advice’ from other IFAs, that led to a sense of unease and confusion, Charles has completely reconfigured my thinking and I am now in the reassuring position of having in place a regularly-reviewed long-term financial plan that is prudent, flexible and in which I have great confidence.”
0330 332 7866
advise-me@fosterdenovo.com
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