Meet Charlie
I started my career in financial services in 1987. Since then, I have worked for two major life companies both onshore and offshore, before deciding to start my own independent financial planning business in the beautiful surroundings of South Devon, in 2006.
My focus in on ensuring every client is central to everything we do. I value the long-term relationships that we are able to build, and I consider myself very fortunate to work in this great profession.
Outside of work, I raise money for local causes and commit some of my time to voluntary projects. I also like to get out into the great countryside either training on my road bike or competing in endurance events here in the South West of further afield.
When I’m not cycling, my wife Caroline and I like to spend time walking our dog and looking after our exotic plant garden.
Accreditations
Chartered
Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics. Choosing a Chartered Financial Planner means you can be confident that you are dealing with one of the UK’s leading advisers who is wholly committed to providing you with the best possible advice, service and support.
Fellow of PFS
I am a Fellow of the Personal Finance Society (PFS) – the highest designation awarded by the PFS. Completion of the Fellowship programme shows that I have attained and maintained the most prestigious level of professional financial planning achievement. Fellowship doesn’t just come with letters after my name, it also comes with commitments to continuing professional development and adherence to the CII Code of Ethics.
FCA registration
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Charlie’s entry here.
VouchedFor
We’re featured on VouchedFor, the UK’s leading customer review site for financial advisers, mortgage advisers, solicitors and accountants. By clicking on the VouchedFor widget above, you can read reviews our clients have written and see how they rated us.
Supported by
Paraplanning Select provides us with support in their particular areas of their expertise which includes technical research, analysis, market and fund comparison and reviews of alternative solutions for clients, as well as help fulfilling our compliance requirements.
Tatton are a specialist investment manager accessible only through financial advisers. They have unparalleled experience in providing effective investment management to advice firms and have been voted Best Discretionary Manager in the UK for four years running.
Defaqto is an independent financial information business, focused on helping financial institutions and consumers make better, more informed decisions. Their team of technical analysts closely monitor the UK markets analysing more than 43,000 financial products and funds.
The Yardstick Agency specialise in working with the financial services profession. They provide us with marketing and communications expertise, and support with our website, which enables us to get on with doing what we do well – helping you reach your financial goals.
Solidus provide us with protection solutions that enable us to help you preserve and protect your assets. They help us ensure your wealth is directed to those you care about so that it can stay in your family for generations to come.
Parmenion is an award-winning technology and investments business. By partnering with Parmenion, we are able to offer our clients a wide range of risk-graded, managed portfolio options from one of the world’s largest investment companies.
