I have been dealing with Charlie Wade for a number of years now since I began work in the City. He has successfully advised me on my investments, never shied away from keeping me informed during market fluctuations, and has kept me up to date with new products and ideas. whilst making sure I make full use of my ISA allowances and CGT (Capital Gains Tax) allowances.
Additionally we have assessed my pension needs, and he helped arrange my mortgage where my bank couldn’t help. I have already recommended him to several of my friends and colleagues.
I really had no idea about the house buying process, but my brother recommended I see Charlie. He had worked in the property sector for years as well as being a financial advisor, so in addition to helping me secure a mortgage, I even asked him to come along on some property viewings! All I had to do was choose the flat I liked, and he pretty much did the rest. I can’t recommend him highly enough.
I received an inheritance 20 years ago, and bought some investment funds. While I realise shares can go up or down, it doesn’t mean I was happy to accept what I considered to be a below-par performance, and I also had some new ideas about what sectors I would like to invest in. Charlie helped me look at the pro’s and con’s of moving my current holdings, and make sense of the hundreds of funds I could invest in. Since we decided it was worth transferring my funds I have been delighted with how things have turned out, and the level of service and regular contact Charlie provides. I have now recommended him to my daughter.
My parents have been nagging for years that I should ensure I have a decent pension, but to be honest I didn’t really know where to start. I met Charlie through a colleague, and he fully explained what my options were, the tax benefits of doing a pension, and what type of funds we could invest the monies in. I am certainly pleased I have now arranged this, and it keeps Mum happy!