Charlie founded Charles Wade Finance 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 has also worked as an agent in buying and selling property, and manages his own property portfolio.
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 VouchedFor, a leading independent review site, reflecting an instinctive ability to anticipate problems and determination to solve them.
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James joined Charles Wade Finance in 2016 after 12 years 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.
James is a Chartered Financial Analyst – a qualification widely regarded as the industry 'gold standard'. The CFA Institute promotes the highest standards of ethics, education, and professional excellence.
His knowledge and experience allow clients of Charles Wade Finance to enjoy the advantages of being private individual investors, whilst harnessing the discipline of an institutional approach. As an investment specialist it allows us to remove a layer of cost typically associated with the advice process without compromising quality.
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