“I have a very good personal relationship with my clients. I have a close interconnection with them and I ensure that I always do the right thing for them. They come first.”
- Locations
- Bristol, Cheltenham
Charlie is a Senior Investment Manager in our Bristol office. He provides a broad range of services for private clients spread across personal portfolios, family charities and trusts.
He prides himself on the relationships he has with clients, providing personalised advice and helping cascade their wealth down the generations. This means working closely with Bristol’s Financial Planning team, keeping a close eye on issues such as inheritance tax planning. He is a strong advocate that this integrated team approach is the best way to serve clients.
Charlie has worked in the investment management industry for over 30 years. He began his career with Cater Allen, a discount house, then moving firstly to the stockbrokers Laws & Co in Bristol in 1994then to Laing & Cruickshank in Taunton before moving to RBC Brewin Dolphin in 2008. He is a Fellow of the Chartered Institute for Securities & Investment.