What I Offer…

I am a lifestyle financial planner and I offer bespoke financial planning, tailored to your individual needs. I cover all general areas of financial advice and also specialise in pension and retirement planning. I want to build long lasting relationships with clients not transactional exchanges. If we work together you get me for 20 years!!!

*OPA Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products

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. I encourage clients to think about their lifestyle and plan for the 'bucket list' activities so that they happen in a planned way - too many people say "one day" we'll do this and it never happens.

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.

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.

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 20th Apr 2020
Member since 31st Oct 2017
Number of testimonials 0
Meetings attended 113
4N ranking 108 in the UK

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