Charles Wealth Management Ltd
Sonia Charles
DipFA and CeMap
With over 20 years of experience, we provide straightforward, tailored financial advice designed around you and your family’s goals. Whether you need help understanding your current finances, planning ahead with clear cash flow forecasting, or making confident decisions about your future, we keep everything simple and easy to follow - no jargon, no confusion. Our approach is personal, practical, and built entirely around your individual needs, so you always know where you stand and what comes next.
About
At Charles Wealth Management we work with you through developing a strategy which gives you full control over your financial goals. We also continually monitor your plan to ensure that the correct strategy is in place and adapting it when changes are necessary, therefore taking away the stress of having to constantly monitor this yourself. This therefore provides you with the peace of mind that you are doing the very best you can towards meeting your future goals whether it be retirement, saving for your children/grandchildren’s education, inheritance tax planning or even just helping to get a better return for your hard earned capital.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Nicholas Henson
Paraplanner
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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.
SJP Approved 03/07/2024
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: 5 Ducketts Wharf, South Street, Bishop's Stortford, Hertfordshire, CM23 3AR.
