Charles is a Chartered Wealth Manager and leads the Private Client Team.
He specialises in helping clients take control of their investments through a comprehensive wealth management process, with an ability to understand complex financial issues and deliver solutions with clarity. He has been with us for over 6 years, completing all his professional training at Arcrate. Charles is also an active contributor to the Arcrate Investment Committee.


What is your favourite city or holiday destination?

I really enjoyed Memphis in the US, but favourite has to be in St Ferme, South of France

Your dream job would be?

A pilot – unfortunately I’m short sighted so not much chance

Who is your favourite hero of fiction?

Currently reading Game of Thrones – quite like Arya Stark as a hero

Which talent would you most like to have?

Being able to pick up a new language quickly

If you could be someone famous or a figure from history who would you be?

Recently finished a book about the cold war in the 80s, and Reagan seemed quite impressive. Not sure I would like to have been in his shoes, however. 

Most dangerous place you have ever been to or the most dangerous thing you have ever done?

Sleeping in the rainforest with big spiders in Australia at the time seemed quite alarming

What is your favourite film?

Big Lebowski

What is your favourite book or who is your favourite writer?

Recently finished The English and their History which I enjoyed

How would you spend your ‘perfect’ day?

With family and sunshine

What is your favourite song/album/piece of music

Rumours – Fleetwood mac