Charlie Piper

I am a friendly and open financial adviser with a strong focus on financial well-being. Empowering people to make positive decisions about their finances where they feel comfortable and at ease. Ensuring that my clients have full understanding and transparency on any of the plans which I recommend is extremely important to me. Having a wide range of clients with differing circumstances allows me to give support and advice on important life events such as: - Saving for retirement. - Family Planning / Protection. - Estate and Legacy Planning. - Cash-Flow Planning Ensuring you have a friendly face to contact with any questions and queries. I strive to give my clients a first-class service not just for the here and now but over many years. 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. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. 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 16/06/2023