Get to know Charlie
Charlie is a Chartered financial planner and a Fellow of the Personal Finance Society, holding himself to the highest ethical and technical standards. He focuses on tax planning, investment management, wealth building, and income planning. Most importantly, he specialises in simplifying complex financial concepts and delivering advice in a transparent and coherent way.
His role is to help clients understand their finances and guide them in taking the right steps towards achieving financial security. He works with families and individuals at all stages of life – from protecting and accumulating capital in the early years, to planning and enjoying retirement, and ultimately passing on wealth tax-efficiently.
Charlie builds long-term relationships based on trust and a deep understanding of each client’s individual circumstances. He works closely with them over time to implement bespoke financial plans that are clear, tailored, and aligned with their objectives.
Outside of work, he is a keen sportsman and skier. In his spare time, he enjoys travelling with his wife and playing the piano and guitar (although thankfully you’re unlikely to hear him singing!).
The Financial Conduct Authority does not regulate tax planning or Inheritance Tax planning advice.
Hawksmoor
Chartered Financial Planner
Fellow of Personal Finance Society
Qualifications