About Charlie
My passion for Financial Planning comes from my genuine enjoyment of working with people. I believe in building trust-based relationships, and I take pride in simplifying complex financial concepts for my clients.
Following the completion my Economics degree & Level 4 Diploma in Financial Planning I embarked on a journey in the financial services industry, working as a Mortgage Adviser which allowed me to hone my expertise in helping clients make informed decisions about one of their most significant investments. I joined the Penny Group in 2023 and I look forward to learning from a fantastic team and developing my industry knowledge alongside working towards the Advanced Diploma and obtaining Chartered Status.
