Charlie Carter

Charlie Carter

Argentis Wealth Management

Minimum savings/pensions: Any amount

0330 038 8940
Based in Bank
View location
Top Rated 2026
Verified since: July, 2025
4.7 out of 5

24 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 February 2026

    Charlie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Charlie's status

  • 19

    Recent Client Reviews

    Verified reviews: 100%

    Charlie has received 19 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 04 November 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

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I am a Chartered Financial Planner and a Fellow of the Personal Finance Society and hold myself to the very highest ethical and technical standards. I concentrate on tax planning, investment management, building wealth, and income planning. Most importantly, I specialise in simplifying complex financial concepts for my clients and delivering advice in a transparent and coherent manner.  My role is to help my clients understand their finances and guide them in taking the right steps towards achieving financial security.  I work with families and individuals at all stages of life; from protecting and accumulating capital in the earlier years, to planning and enjoying retirement, before ultimately passing on wealth tax-efficiently.  The relationship with each of my clients is built upon trust and a full understanding of their individual situation. We work together over many years to implement a bespoke financial plan that is clear and tailored specifically to meet their financial objectives.  The Financial Conduct Authority does not regulate Tax Planning or Inheritance Tax Planning advice.