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 Charles joined the financial services industry following service with the Royal Navy.
Initial financial services training was with Imperial Life of Canada and, after joining the management team, Charles graduated to the independent financial planning sector, being at the vanguard of the sector's development since the introduction of the Financial Services Act in 1988. Charles is a member of the Institute of Financial Planning and is also one of only a handful of advisers in the UK to have qualified as a Registered Life Planner (RLP), being one of only 200 RLPs worldwide with the reknowned Kinder Institute. He has had involvement with the industry's most successful trade body as Chairman of the London region of The Association of Independent Financial Advisers (AIFA) and has served on various industry think tanks. Charles' advisory skills combine those of Registered Life Planner, Financial Planner and Asset Manager; a rare combination in this modern world of in-depth analysis. Charles has developed his Financial Planning and Investment planning skills using a combined asset allocation and low cost index tracking fund philosophy to capture the advantages of diversification and market returns, in conjunction with a web based asset management platform. He lives in London, is married with two children and has a number of wide ranging interests outside business; tennis, swimiming, sailing, music, golf.
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