Charlie Maxwell
DipCII
My service is all about you. What are your hopes, dreams, fears and goals? I want to lay your financial foundations with you and over the long-term help you navigate whatever life presents through simple, honest and timely advice. Set your financial foundations early and give yourself the freedom to do what you want, when you want.
About
Educated at St. Edward’s School Oxford and Nottingham University, Charlie completed officer training at The Royal Military Academy Sandhurst before commissioning into The Royal Green Jackets in 2004 serving in Iraq and Afghanistan during an eight year career.
For the past decade Charlie has thrived in the Private Client sector working in a high profile Family Office, and in HNW and Fine Art insurance. This exposure has generated an acute understanding of client needs and a forensic client-centric approach. In conjunction with his military backbone, this combined experience has crystlalised his values of:
Trust | Honesty | Service
Charlie is married and a father of three. Charlie lives in Wandsworth where he coaches with Battersea Ironsides Rugby Club and Spencer Cricket Club. He loves sports namely skiing, bouldering at VauxWest Climbing Centre, and running & HIIT training on the local Commons.
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More about St. James's Place
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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 15/11/2023
The Partner 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.
