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!!!
I am highly qualified and more importantly I take the time to really understand your needs - both now and for the longer term.
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.
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
|Last online||16th Oct 2019|
|Member since||31st Oct 2017|
|Number of testimonials||0|
|4N ranking||209 in the UK|