CHARTERED FINANCIAL PLANNER
Clients benefit from regular meetings to ensure short term challenges are effectively navigated, whilst maintaining a constant focus on their longer-term objectives. Our premise is to provide a holistic approach to tax and financial planning, taking away the hassle and maximising efficiency.
Away from work, Charlie enjoys watching and playing sport and has recently completed his first Triathlon. He loves eating out, live music and escaping London on weekends. He achieved Chartered status in Financial Planning in 2017 and holds a 2:1 in Psychology from Newcastle University.
Charlie joined FLM in 2010 and has developed a loyal client base through consistently adding value and building strong relationships.