Having worked in financial services for 10 years and providing advice for the most of this time, he holds prestigious industry status as a Chartered Associate of the London Institute of Banking and Finance. Additionally, Charles holds the Award in Pension Transfers and is currently studying for a Masters in Finance.
Charles provides advice to both private and corporate clients, specialising in retirement planning, tax efficient investing, and Inheritance Tax.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Charles is an expert at navigating the complexities of today’s financial world, to help make your wealth work for you.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.