Charlie is from High Wycombe, and he earned an undergraduate degree in geography from the University of Leicester. Following this, he worked as a trainee accountant in Oxfordshire and Buckinghamshire for over three years, working towards an ACCA qualification.

After a career shift, Charlie joined Mattioli Woods as a trainee wealth management consultant. During this time, he obtained a Level 4 Diploma in Regulated Financial Planning and developed a passion for assisting clients in achieving their financial goals.

Charlie’s combined experience as an accountant and wealth management consultant has equipped him with a strong understanding of the financial advisory role and client needs. He aims to develop tailored financial strategies for individuals and businesses to help them achieve their objectives.

Outside of work, Charlie enjoys supporting his hometown football club, Wycombe Wanderers, as well as going to the gym and travelling.