Charlie began his career in financial services with a focus on financial technology.

With over 3 years of experience in Wealth Management, Charlie works with individuals and families to bring clarity and confidence to their financial lives — helping them understand where they are today, where they want to be, and building a clear, tailored plan to get there.

Specialising in tax planning, retirement planning and legacy planning, Charlie takes a holistic approach to managing wealth — one that looks beyond individual products and considers the full picture of a client's wealth, lifestyle and long-term goals.

What sets Charlie apart is a genuine commitment to education and transparency. Clients don't just receive recommendations — they understand why, feel in control of their decisions, and have an adviser they can call on as their circumstances evolve.

Backed by the resources and investment expertise of St. James's Place, Charlie is able to deliver sophisticated, personalised solutions while maintaining the close, trusted relationships that define the way they work.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.