Charles Wealth Management Ltd
Sonia Charles
DipFA and CeMap
After working as a Wealth Manager for various Banks for 15 years, I made a decision in 2019 to become an Associate Partner Practice with St. James's Place, an award winning industry leading company which has grown through the loyalty and advocacy of its client base.
Outside of work I enjoy spending time with my Family Matt, Maisie and our crazy Labrador Fred.
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 this 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 & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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 28/07/2022
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.
