Build a Business That Works For You,
Not Because Of You.

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15+ Years

Working with Professional Service Entrepreneurs since 2006

For ambitious professional service entrepreneurs who want better clients, more time, stronger systems and a business that can grow without them.

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I need Better Clients

Transition from 'anyone who pays' to premium, high-value partnerships that respect your expertise.

Automated Marketing Machine

I am too Time-poor

Reclaim 10+ hours a week by implementing AI and delegation systems that handle the heavy lifting.

Time Freedom Mastery

I want a Saleable Business

Shift from a practice to a platform. Create an asset that is valuable even when you aren't in the room.

The Freedom Framework
Expertise Driven by Experience

Expertise Driven by Experience.

The Trusted Team was founded by Charlie to bridge the gap between "working hard" and "building wealth." We don't just offer advice; we provide the architectural blueprints for business freedom.

  • Strategic Architecture

    Moving from chaotic reactive work to intentional, proactive growth structures.

  • Founder Psychology

    Mastering the mindset shifts required to step back and lead rather than do.

  • AI Implementation

    Embedding the latest technology to automate low-value administrative friction.

Learn More

Trusted Team Testimonials

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Nitesh Bhundia

The Trusted Team has highlighted how important it is to work on your business rather than just in it. As business owners, we get so busy with the day-to-day that we don't often get the chance to just stop, take a step outside, and work on it. This amazing programme allows me the opportunity to do that.

Nitesh Bhundia - The Rutland Webdesigner

Business Owner

Claire Fudge

One of the reasons I chose to become a member of The Trusted Team is being around like-minded people and having the space and the freedom to be able to create new ideas and also band around a few ideas and get expert feedback.

Claire Fudge - 4th Discipline

Business Owner

Steve Price

Steve Price is the Managing Director at BWP Inspire, an accounting firm based in Manchester. He focuses on helping small and medium-sized enterprises (SMEs) overcome challenges such as long working hours and financial instability. Steve emphasizes the importance of financial literacy and providing strategic health to businesses, aiming to help them thrive rather than just survive. He is also involved in coaching and mentoring clients to improve their business outcomes.

Steve Price - BWP Inspire

Managing Director

Matt Baird

Matt is the Managing Director of Accelerate Adviser Solutions, who provide holistic paraplanning and administration services that seamlessly integrate with Financial Advisers' own processes. Accelerate believe that the best financial advice can only happen when Financial Planners are given the time to focus on nurturing client relationships and building their practices. Accelerate's solutions give advisers more time to spend on their clients, their businesses and themselves.

Matt Baird - Accelerate Adviser Solutions

Managing Director

Kenneth Morrison

Kenneth is the Managing Director of Advanced Financial Strategies Ltd, Senior Partner Practice of St. James's Place, x6 IRONMAN and public speaker. He has been managing the personal finances of individuals and their families for over 4 decades. Trust and integrity are grounded in Kenneth's activities; his approach, and that of his dedicated team, is focused and discreet, which is why he has such trusted and enduring client and family relationships.

Kenneth Morrison – St James' Place

Managing Director

The Entrepreneurial Scoreboard

Whether it’s money, time, wellbeing or general happiness, all entrepreneurs and business owners share one common problem:

When did their passion turn into their punishment?

Across the world, millions of entrepreneurs started their businesses with a passion to create a better life. Whether they wanted a better work / life balance, or they wanted to spend their time doing what they love, business owners once had that fire inside them. But is it working out?

Lack of profit, lack of time, and serious lack of love for what they are doing, results in 80% of businesses failing in the first 5 years.

Get my scoreboard
The Entrepreneurial Scoreboard

Frequently Asked Questions

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How can I sign up for The Trusted Team?

There are two ways that you can sign up for the Trusted Team: via our website contact form or by calling our office.

Once you get in touch via email, we will send you an application form for our services. Upon receipt of the completed form, a member of our team will call you to confirm if your membership has been activated and talk you through some of the features and benefits of being a member. You will also have the opportunity to learn about our upcoming events and ask any questions you may have.

The other way to sign up is to call us on 01572 729 375. A member of our team will then ask you the same questions that you will find on our online form and manually set your membership up for you. You will also then be able to conduct your introductory call at the same time, or at a later date if you prefer.

What is your cancellation policy?

Unless we agree otherwise, accepted applications will be subject to a minimum term of three months commencing on the date of acceptance as specified by us. After expiry of this initial term, the Contract shall automatically roll over for successive periods of three months, unless we have given you a notice of termination.

How do your workshops and coaching take place?

As we are a national business, we aim to be as inclusive as possible for all members by offering both in-person and digital services, workshops and events.

Trusted Team will provide services to professionals that include:

  • Face-to-face coaching (1:many). We look to cap in-person group sizes to 30, so that groups sessions are not over-crowded, and everyone has the opportunity to ask questions and participate. Workshops will be delivered in a hybrid format, so can be done both in person and online, to suit your requirements.
  • Personal mentorship (1:1). This will be an ongoing support service and may come in the form of a quarterly call or face-to-face meeting depending on who is coaching you and where they are based compared to your location.
  • High-level networking events in the form of golf days, race days and a 2-day, annual retreat, which will take place in person. There may also be some digital events, such as wine tasting, which will take place in a hybrid format (i.e. face-to-face and via video call).
  • Online and digital resources, such as books, white papers, blogs and podcasts.
How many workshops are there per year?

We look to host 6 coaching/workshop sessions per year and invite guest speakers on a range of specialities.

For our entertainment events, we aim to host these at least 2-3 times per year, for an additional fee, with a view to scaling this up over time in line with our members’ preferences.

Do I need to attend every workshop or event?

As a member, there is no requirement or obligation for you to attend every workshop or event, but we strongly encourage you to attend, either in person or online, as much as possible.

The Trusted Team focusses on continued learning and development, along with building strong and meaningful relationships with other members in our network. The more workshops and events you attend, the more you will get from your membership and receive the greatest benefit from our services.

Are you ready to build a business that works for you?

We only work with a handful of firms at any given time to ensure maximum strategic focus. Book a Coaching Call to see if we're the right match.

book a Coaching Call
download pricing guide

If you buy in the next 15 minutes, you can get it for £39.70!

If you buy in the next 15 minutes, you can get it for £39.70!

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