Charlie Bass

“My job is about people, not products.”

As a wealth management consultant, I look at where you are today and where you want to be, and my job is to help you get there. My approach is simple: setting clear goals, building a plan you can follow and working together as life’s hurdles come your way. A financial plan should never be a document that sits in a drawer. It should be something we revisit and adapt as life happens.

My path into financial planning was an unusual one. I grew up in Warwickshire, finished my A-levels during COVID, and fell into the legal industry almost by accident, spending three-and-a-half years across property, corporate, and employment law. I enjoyed it, but law is transactional; you help someone for a few weeks, then start again. I wanted relationships that lasted, work where trust is built over a number of years; that’s what drew me to Mattioli Woods and its Financial Adviser Academy.

I’m passionate about financial education. Most people are never taught about money at school, yet it’s such an important aspect of our lives. A big part of my role is helping you understand your own finances and enabling you to make decisions with confidence.

Everyone asks which funds we should invest in, and those choices matter so I make them carefully, but 90% of the work happens before that, sitting across from you, listening properly, and understanding what you want from life. If you listen, understand and show real value, the trust builds itself.

Early in my training I shadowed an adviser whose client told him: “You’ve changed my life: I’m finally able to do the things I have always wanted to do”. That was the moment it clicked. Beyond health, giving someone financial freedom is one of the biggest differences you can make. That’s why I love what I do.

Outside work, I’m passionate about sport and mental health. In the past, I’ve hosted my own podcast interviewing athletes and coaches about wellbeing, and I’m often happily playing tennis, football or padel at any opportunity.