Charlie joined us in 2010 after graduating in Business Management from the University of East Anglia.
Before joining the Investment advisory team Charlie headed up our Premier Service team so brings with him a wealth of experience in client service. He now specialises in constructing and reviewing bespoke portfolios after identifying clients’ investment goals.
Within the team Charlie is responsible for working closely with our Research Team on Venture Capital Trusts. Citywire also named Charlie as one of their Top 30 Under 30 wealth managers in the industry in 2015.
- CISI Private Client Investment Advice & Management Certificate (PCIAM)
- CISI Certificate In Investment Management
- Chartered Member of CISI (MCSI)
- CII Certificate in Retirement Planning