Charles has been offering private clients and their families financial advice since 2006.

He specialises in providing tax planning solutions and Wealth Management services to High Net Worth individuals, mostly to business owners and City professionals. Estate Planning, Retirement Solutions and tax efficient investment planning are his key focus areas when constructing a strategic financial plan for his clients, together with providing a cash-flow analysis to frame any recommendations made.

Central to his proposition is to work collaboratively with Discretionary Fund Managers, accountants and solicitors, to ensure a co-ordinated delivery of holistic advice and investment services. Charles works together with existing advisers of clients and also has an extensive network of contacts to make introductions, where appropriate.

Charles has been a Chartered Financial Planner and Fellow of the Personal Finance Society since 2014 and is also a member of the CISI, holding the level 6 MCSI designation.

Charles is married to Gillian and has one young daughter, Annabelle. In his spare time, when not chasing his daughter around soft play, he enjoys family walks and trying new restaurants. He hopes that one day his daughter will take up football and golf, to give him the excuse to re-engage with the sports he loves.