What I Offer…

I am a lifestyle financial planner and I offer bespoke financial planning, tailored to your individual needs. I want to build long lasting relationships with clients not transactional exchanges. If we work together you get me for 20 years!!!

Why I’m good at what I do…

I am highly qualified and more importantly I take the time to really understand your needs - both now and for the longer term.

Things I like…

Outside of work I have a young family and enjoy watching my 2 girls swim every week. I like most sports including football (Leeds United season ticket holder), cricket, horse racing, rugby league and golf.

Member Testimonials

  • Charlie has recently completed a pensions consolidation for me. Throughout the process, Charlie has been thorough, reliable and the consumate professional. I particularly like his realistic approach, always working towards achieving the financial & life goals you wish to achieve. Highly recommended
  • Charlie has been a great help in assisting my wife with her NHS pension. This was not an easy task, but he has certainly went the extra mile. He explains everything in plain English. I would have no hesitation in recommending him. Alan Cadden Director Cavetta Consulting Limited

What I do

  • Life and Critical Illness Insurance
  • Income Protection & Family Income Benefit
  • Lump Sum Investments
  • Pension and Retirement Planning
  • Estate and Inheritance Tax Planning

My Stats

Last online 16th Oct 2019
Member since 31st Oct 2017
Number of testimonials 0
Meetings attended 95
4N ranking 209 in the UK

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