General:

Charles has decades of experience as a professional financial adviser. He provides high quality advice across a broad spectrum of financial planning areas, including but not limited to mortgages, protection, investment and Inheritance Tax planning.

Charles works with a wide range of clients often dealing with three, sometimes four, generations of the same family each with widely different circumstances, needs and objectives.

Charles is passionately interested in all aspects of the investment universe and spends significant amounts of time engrossed in reading and studying emerging trends, themes and theories within the investment sphere.

A keen sports fan, participating and spectating. After finally retiring from a forty-year rugby career has since reinvented himself as a competitive swimmer and triathlete. Alternative sources of relaxation include cooking, long walks and gardening.

Authorisation:

This member of staff IS  authorised to provide regulated independent financial advice