Charlie is based in Preston for One Four Nine Wealth. Originally joining in 2020, he has progressed from Administrator to Paraplanner and now into his current position as Associate Financial Planner gathering vital experience of the entire financial advice process.
With a thorough understanding of the advice journey, Charlie focuses his efforts on building relationships with his clients to better understand what they are trying to achieve. Through this collaborative approach and combined effort, he delivers the highest level of service in an easily digestible manner.
As he seeks to gain Chartered Status with the Chartered Insurance Institute (CII), Charlie also loves his sport and can often be found on the golf course, at his local cricket ground or supporting his favourite football team.
