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Following 28 years in the financial services
sector, 10 of which were spent in the City of London, Charles has acquired
extensive knowledge and experience. During this time Charles held various
key relationship roles with market leading companies.
Charles is a member of the Chartered Insurance Institute and Personal
Finance Society at Diploma status, having acquired the relevant
qualifications and authorisations to advise on investments, trust & tax
mitigation strategies, pre and post retirement planning including
long term care needs.
In 2005 Charles decided to apply his knowledge and experience to venture
out as an Independent Financial Adviser. During this time Charles built up
a solid
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