# Gatehouse IFA

Gatehouse IFA, based in Kingsbridge, is a Chartered Financial Planning firm that takes a lifestyle-centred approach to wealth management. Rather than pushing products, they help clients identify their life goals and align their finances accordingly. The firm is led by Charlie Brown, who holds individual Chartered status and Fellowship with the Personal Finance Society, reflecting the high calibre of advice on offer.

The practice specialises in working with three distinct client groups: business owners navigating the interplay between personal and professional finances; busy professionals seeking to reclaim time and confidence in their financial futures; and those approaching or in retirement who want clarity on sustainable income and lifestyle possibilities. They also provide sophisticated estate planning services, ensuring wealth transfers efficiently and according to clients' wishes.

What sets Gatehouse IFA apart is their Chartered Financial Planner accreditation—one of the profession's most prestigious credentials—combined with a refreshingly non-transactional philosophy. Their Google reviews are consistently five-star, with clients praising their professionalism, knowledge and helpfulness. Testimonials highlight tangible outcomes: maintained and improved income for business clients, comprehensive employee benefits advice for company directors, and genuine peace of mind for retirees.

The firm's commitment extends beyond planning into ongoing support, with a newsletter keeping clients informed on relevant financial developments. This is financial advice designed around life, not life squeezed around financial products.