0330 038 8941
Based in Wallsend
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: January, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Charlie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 22 November 2025
Charlie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
42
Recent Client Reviews
Charlie has received 42 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Charlie has received 42 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: 21 July 2025
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.
4
Qualifications Uploaded
Charlie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Charlie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Charlie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Charlie has provided information on their typical fees
Charlie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Charlie (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Charlie
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Charlie (based on 3 first impressions)
I'm a fully qualified Chartered Financial Planner, with an Advanced Diploma in Financial Planning and over 18 years’ experience within Financial Services. As the Director of Four Rivers Financial Planning Limited, I take great pride in offering a professional and friendly advice service to clients throughout the North East and wider UK. I have gained a wealth of experience and knowledge in Retirement Planning, Investment Planning & Protection advice. I combine these skills with a helpful, dedicated approach to advising families with their financial planning needs. As a Chartered Financial Planner I am qualified to navigate the complex world of Inheritance Tax Planning and Estate Planning including the use of Trusts. I believe a long standing, trusted relationship with my clients is the key to them building and maintaining a great financial plan to guide them through all aspects of their lives whether they're young professionals starting their financial journey or mature clients consolidating theirs. Four Rivers Financial Planning are proud to be a partner of M&G Wealth Advice who are backed by the strength and credibility of M&G plc, who has been providing financial security for over 170 years. Away from work, I enjoy spending time with my wife and two children, as well as watching sports and playing golf. Four Rivers Financial Planning advisers are qualified in financial planning and advise on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service.