An experienced international financial consultant with clients based across Africa, Europe and the Middle East, Charlie has worked in the UK, Switzerland and the UAE. Interacting with his diverse client base from around the globe, he’s passionate about understanding your needs and nurturing your financial plans to achieve your goals.
Charlie’s career in financial planning started at Maymont Wealth’s Mayfair office, where he worked as an associate. From there, he became international business development manager at GWM – a role covering the Middle East and Far East regions.
In 2017 Charlie moved to Geneva to become an independent financial consultant, working with high-profile clients at organisations including the World Health Organisation, the United Nations and the World Economic Forum.
Charlie returned to London in 2020, where his focus became providing expert financial consulting to expats in areas across Africa and the Middle East. Joining us from GWM, he is looking forward to continuing to boost outcomes for his global client base. Specialising in holistic financial planning – everything from regular investments to lump sums and retirement planning – Charlie will collaborate closely with you to devise a comprehensive plan to secure your financial future.