CHARLIE OKELL 

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.

SENIOR ADVISER

Charlie joined FLM in 2010 and has developed a loyal client base through consistently adding value and building strong relationships.

CHARLIE OKELL

Floors 2 & 3,

Basildon House,

7 Moorgate, 

London,

EC2R 6AF 

020 7710 3402

customerservice@flmltd.com

© 2019 FLM Ltd. 

FLM 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. The title 'Partner Practice' is the marketing term used to describe St. James's Place representatives. FLM Wealth Management is a trading name of Financial Lifestyle Management Ltd.