An Associate Partner Practice of St. James's Place Wealth Management

Charles Wealth Management Ltd

Sonia Charles

DipFA and CeMap
I work with my clients through developing a strategy which gives you full control of your financial future. I am also there to ensure that this strategy is realistic, efficient and remains under review to take away the stress of having to constantly monitor this yourself.

About

It is all about you and me understanding what your long term aims and aspirations are. Not one individual will have the same end goal. Of course, everyone wants to earn a little more interest on their savings, but the question is why? Once this is established there is so much more value in real financial planning.

Charles Wealth Management was established in 2019, when I accepted an invitation to join St. James's Place Wealth Management. Throughout my 12 years of providing financial advice I have grown to understand that financial planning has very little to do with products.

Outside of the office I love to spend time with my husband Matt and 2 year old daughter, Maisie. We really enjoy the outdoors and are very lucky to have Hatfield Forest on our doorstep. When we are not knee deep in Play Doh or paint we tend to enjoy the national parks, forests and gardens in our local area.

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We offer an excellent wealth management service which will help you achieve your goals

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice 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 ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Charles Wealth Management Ltd is registered in England and Wales, Number 12027591. Registered Office: Ashden Accountants, Office F, Business Centre West, Avenue One, Letchworth Garden City, Hertfordshire, SG6 2HB.