Charles likes to provide advice and make sure his clients understand what their options are and how their money is invested. Charles is a fan, where deemed appropriate, of getting the generation to invest as soon as they can and be involved in the conversations around investment strategies, so there is an understanding of the world of investing from an early age for younger clients.

Charles is keen to build long standing relationships with families, providing advice around the different stages of life as one seeks to grow their wealth, protection their family, and become a home owner; to later stages of life which include discussing how to fund retirement and pass wealth onto the next generation.

Charles has many clients who are business owners and makes sure that planning opportunities via your business are considered whether you have a new business, established or you are planning your exit.

Cashflow modelling is available for all types of financial planning as part of the ongoing service to clients.

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.

Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.