Financial Services

Financial Services

Our Services:

  • Pension Planning
  • Investments
  • Life Insurance
  • Critical Illness
  • Income Protection

When it comes to sourcing the best possible advice on investments, pensions, or protection, look no further than the expert team at Sydney Charles. Drawing on a high level of expertise, experience, and business acumen, the team at Sydney Charles ensures that our advice is always tailored to meet the individual client's needs.

We understand that these are highly important life decisions, and our team of advisers provide the highest levels of service to our clients in order to make these transitions and processes as seamless and stress free as possible.

For further information and assistance with your financial service requirements please fill out an enquiry form or contact our team of experts today.

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Historically returning in excess of 6.5% on pensions and investments*
Historically returning in excess of 6.5% on pensions and investments*
*Please be aware that past performance is not a guide to future returns. You could get back less than your original investment.

Key Contacts



Paul McCormick DipPFS

Financial Adviser, Financial Services
Email Paul