Charles joined the financial services industry following service with the Royal Navy.

Charles is a member of the Institute of Financial Planning and is also one of only a handful of advisers in the UK to have qualified as a Registered Life Planner (RLP), being one of only 200 RLPs worldwide with the renowned Kinder Institute. He has had involvement with the industry’s most successful trade body as Chairman of the London region of The Association of Independent Financial Advisers (AIFA) and has served on various industry think tanks.

Charles’ skills combine those of Registered Life Planner, Financial Planner and Asset Manager; a rare combination in this modern world of in-depth analysis.