Charlie joined us at the start of January 2026. He holds the Level 4 Diploma in Regulated Financial Planning and is close to achieving Chartered Financial Planner status with the CII.
He stumbled into the industry by chance after graduating with an Economics degree and has now been happily working in the industry for 7 years. He has a keen eye for detail but also loves tying details into the wider picture, so financial planning was a natural fit.
Tax Efficient Income
Helping people make their money work as hard as possible by utilising as many of the tax allowances as possible, even those they didn’t know they had!
Venture Capital
Learning more about how this works really explains why the government is so happy to continue the various tax reliefs available to investors in this space.
Inheritance Tax Planning
Because it’s much more rewarding to facilitate money passing from warm hands rather than cold ones.
Surprise us, what is something we don't know about you?
I can get quite nerdy about fitness
What did you want to be when you were growing up?
A stand-up comedian
What is your favourite holiday destination?
Somewhere like Dubrovnik – hot, cool city, a bit of history and nice beaches
What would be your desert island disc?
Anything by Creed
Are you a spender or a saver?
A recovering spender
