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Welcome to
Charles Wade Finance

We are an established London-based financial advisory business providing a personal, high-quality service for individuals, trusts and businesses.

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About Charles Wade Finance

Our clients value working with highly qualified and experienced advisers in helping them to develop and execute soundly made long-term financial plans.

Being fully independent allows us to utilise our abilities and knowledge for the benefit of the only people we work for – our clients.

We appreciate taking professional advice comes with an element of trust, which is something this business has taken huge pride in building with our clients since it began in 2010.

How we can help?

  • Pensions and retirement planning
  • Estate planning and Inheritance Tax
  • Tax planning
  • Investment management and advice
  • Mortgages
“Good financial planning is a series of clear, well thought through decisions to best achieve your objectives, executed with consistency and discipline. It is not a one-off event, rather an ongoing process that evolves with time as personal, financial and market conditions change.”

James Wade CFA
Head of Financial Planning & Investment
Charles Wade Finance