Charlie started in the financial services industry in 2022 after transitioning from a successful career in the Metropolitan Police, where he served for over five years. Alongside his role in the force, Charlies completed his professional qualifications and began his career as a Financial Planner at a Wealth Management firms based in the City of London.
He thrives of building and maintaining long-term relationships with clients. For Charlie, it’s about becoming a consistent and trusted source of advice, helping individuals and families make informed decisions as their circumstances evolve over time.
At Perspective, Charlie is committed to understanding each client’s unique needs, ensuring that proper planning is in place to support their financial goals both now and in the future. He finds it incredibly rewarding to be part of his clients’ long-term success and financial wellbeing.
Outside of work, Charlie enjoys spending quality time with his family and ensuring his beloved English Bulldog, Monty, lives a life of luxury.
