0330 038 8941
Based in Chippenham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2024
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Charles is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Charles's status
Last checked: 03 May 2025
Charles is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Charles's status
11
Recent Client Reviews
Charles has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Charles has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 23 January 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.
Qualifications Uploaded
Charles has not yet added their qualifications to their profile
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Charles has not yet added their qualifications to their profile
Transparent Fees
Charles has not yet added their fees to their profile
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Charles has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Charles is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Charles's status
Last checked: 03 May 2025
Charles is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Charles's status
11
Recent Client Reviews
Charles has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Charles has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 23 January 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.
Qualifications Uploaded
Charles has not yet added their qualifications to their profile
Qualifications not yet added
Charles has not yet added their qualifications to their profile
Transparent Fees
Charles has not yet added their fees to their profile
Fees not yet added
Charles has not yet added their fees to their profile
Charles has been in the financial services industry since 2016. He joined Cross Border Financial Planning in October 2021, having previously worked for a number of financial planning firms. Charles is a fully qualified UK adviser and has previous experience of advising private clients on all aspects of financial planning. Charles holds the Diploma in Regulated Financial Planning. Currently, he is working towards the Advanced Diploma, having already completing advanced papers in Financial Planning and Personal Tax and Trust Planning. Outside of work and further studying Charles likes to socialise with friends and keep fit by attempting to play football.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Charles's clients
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