0330 038 8940
Based in Colchester
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: July, 2025
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Charles and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 05 September 2026
Charles and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Charles has received 16 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Charles has received 16 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.Last checked: 05 June 2026
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Transparent Fees
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Charles has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Charles (based on 5 first impressions)100% of users who are not yet clients had a positive first experience with Charles
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Charles (based on 5 first impressions)
About
As a financial planner, my mission is to help individuals, families, and business owners make informed decisions to achieve their financial goals and secure their futures. I’m hugely passionate about providing personalised advice that empowers my clients to take control of their financial well-being. I help my clients with: • Investment Planning • Retirement Planning • Protection against risk • Mortgage advice Throughout my career, I've had the privilege of wearing various uniforms, from the greens of the ambulance service to the blue scrubs from my time at sea as a cruise ship Paramedic. Each role I've taken on has been driven by a shared passion for helping people, a passion that continues to guide my professional journey. Having spent a number of years in healthcare, I understand the challenges of dedicating so much time to others that we sometimes neglect our own needs and long-term plans. This experience gives me a unique perspective as a financial planner, allowing me to guide my clients with empathy and understanding. Outside of work, you’ll find me behind a drum kit with my band or staying active with a game of squash. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 22/09/2025