CHARLIE WADE, DipPFS
Head of Mortgages and Protection
Charlie founded CWF in 2010, having previously
worked in the property and financial services
industries. He has a wealth of experience in
the mortgage market in both a banking and
advisory capacity. He also has worked as an
agent in buying and selling property, and
manages his own property portfolio.
Given his background, Charlie has an in-depth
knowledge and understanding of the landscape
in which he operates, both as a financial
advisor and as a mortgage broker. He is the
highest-rated mortgage broker on a leading
independent review site, and if something can
be done, he stops at nothing until it is achieved.
JAMES WADE, CFA DipPFS
Head of Financial Planning and Investments
James joined CWF in 2016 after over a decade
at Chicago hedge fund TradeLink Worldwide.
His whole career has been dedicated to creating
value, understanding risk, and mastering the
trade-off between risk and reward.
He is also a CFA charter holder- the
industry 'gold standard' for Investment
Management professionals. CFA members
promote the highest standards of ethics,
education, and professional excellence.
James’ knowledge and experience means investment
clients of CWF enjoy the advantages of being
private investors, whilst harnessing the
discipline of an institutional approach.