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Author of 5 critically acclaimed books on finance, leadership, and lifestyle engineering.

It’s Time to Start Thinking Smart Buy Now

It’s Time to Start Thinking Smart

Growing and protecting your estate for the benefit of your loved ones is a key aim of the majority of our clients. Working together, we provide your family with financial security and freedom for the rest of their lives.

The Dream Retirement Buy Now

The Dream Retirement

Retirement can be a hugely painful and emotional transition. You’ve spent your entire life earning money, and now you must turn off the tap and live off only what you have accumulated.

Entrepreneurial Happiness 2.0 Buy Now

Entrepreneurial Happiness 2.0

Redefining what it means to succeed. This revised guide delves into the psychology of wealth and the kinetic energy required to sustain joy while scaling a global empire.

The Business of Endurance Buy Now

The Business of Endurance

Bridging the gap between high-performance athletics and corporate longevity. Discover the kinetic principles that keep the world's top leaders at peak performance.

The Life Legacy Gift 2.0 Buy Now

The Life Legacy Gift 2.0

A profound exploration of how to leave more than just money. Charlie outlines the architectural steps to building a lasting impact that resonates through generations.

Charlie Reading book collection Buy Full Collection

Checkout the Full Collection

Empowering Your Journey Through Knowledge. Explore the blueprints for success, legacy, and vitality.

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.

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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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