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Charles joined the Financial Planning profession following service with the Royal Navy.
Initially with Imperial Life of Canada and, after a period in their senior management, Charles transferred to the independent Financial Planning sector, and has been at the vanguard of the sector’s development since the introduction of the Financial Services Act in 1988.
Charles is a member of the Institute of Financial Planning and one of only a limited number in the UK to have undertaken training and qualifications to become a Registered Life Planner (RLP) with the renowned Kinder Institute. He has also had involvement with the profession’s successful trade body as Chairman of the London region of The Association of Independent Financial Advisers (AIFA) and served on various industry think tanks.
Charles’s advisory skills combine those of Registered Life Planner, Financial Planner and Asset Manager, a rare combination in this modern world of in-depth analysis.
Outside business, Charles has grown up children and a number of wide-ranging interests; tennis, swimming, sailing, music, choir, golf and long-range hiking (including the Cape Wrath Trail in Scotland).