At work
As a financial administrator, Charlie’s day-to-day role is focused on assisting the paraplanners. His areas of expertise are pensions and communication.
At home
In his personal life, Charlie’s interests revolve around sports. He is a passionate golfer, football fan, and gym enthusiast. Charlie also likes to spend his spare time with family and friends.
Spotlight questions
The proudest moment of my career was:
Even though I’m still early in my career, some of my proudest moments have been receiving feedback from my peers and leaders.
The three things I love most about my job are:
My colleagues, my day-to-day role, and the environment within the business.
The types of people I most enjoy working with are:
Strong characters.
Our ratings and reviews.
Chartered Financial Planners
Good Business Charter
Qualifications