Charlie joined FLM in 2010. Since joining he has been looking after a wide range of clients and has built rewarding and lasting relationships. He enjoys working with busy, successful private clients to help them achieve their goals. He has a degree in Psychology from Newcastle University.
Charlie enjoys most sports, eating out and travelling. He takes a keen interest in politics and economics, in particular the financial markets.
Charlie’s focus is on clear and simple financial planning without the jargon. His detailed knowledge of Wealth Management allows him to advise clients on maximizing their returns whilst avoiding the pitfalls. Charlie is keen to build his client list by continuing to help willing individuals achieve their financial objectives.
FLM Ltd. introduces to St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.
Financial Lifestyle Management Ltd. Registered in England No. 4426632.
All content ©2015 FLM Ltd. Terms and Conditions