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. He prioritises quality and continuity of service, ensuring clear communication free from industry jargon. By taking the time to thoroughly understand each client’s objectives, Charles delivers customised strategies to help them achieve their goals in the most efficient and effective way.
Outside of work, Charles enjoys spending quality time with his family and has a passion for health and fitness. He enjoys cooking, travelling and watching the cricket.
You can view Charles's client testimonials here:
