Charlie joined Saunderson House in September 2007. He is a Chartered Financial Planner and advises on all aspects of financial planning, including long term strategy, investment portfolio construction, taxation and technical matters.
He has experience in advising clients through the various stages of their investment life cycles. Charlie also specialises in long-term cash flow forecasting, enabling clients to (amongst other things) assess the level of risk they need to take to achieve their financial goals or even to decide when they can afford to retire.
Charlie is a previous winner of the Insurance Institute of London’s Diploma in Financial Planning Award, which was awarded for achieving the best score among all examination candidates who are members of the Insurance Institute of London (the largest Chartered Insurance Institute (‘CII’) regional institution).
Outside of work, Charlie enjoys golf, climbing and winter sports.