As an experienced Chartered Financial Planner, Charles established Efinity Wealth to offer a truly bespoke, personalised wealth management service tailored to both business owners and private clients.

Charles holds the Level 6 Advanced Diploma in Financial Planning from the Chartered Insurance Institute (CII), which he earned in 2020. He has also been recognised twice in *The Times* as one of the UK’s Top 100 Rated Financial Advisers.

With over 15 years of expertise in the financial services industry, Charles is well-equipped to provide comprehensive advice across all aspects of financial planning, with particular specialisation in investment, retirement, and estate planning.

At the heart of Charles’s approach is the development of long-term, meaningful relationships with his clients.

Charlie serves as a dedicated point of contact for clients, ensuring their needs are met with quality service and timely follow‑through. She also provides essential support to advisers, ensuring the administrative side of the business is well organised and efficient.

Charlie brings over five years of experience from top wealth management firms, using her expertise to ensure clients at Efinity Wealth receive the highest level of service.

Outside of work, Charlie loves spending time with family and friends, walking her dog, and experimenting in the kitchen.