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The People We Work With

At Charles Wade Finance, we appreciate everyone who sits down with us has their own unique set of circumstances, preferences and needs, and proper financial advice should always be personalised.

The people we work with

At Charles Wade Finance, we appreciate everyone who sits down with us has their own unique set of circumstances, preferences and needs, and proper financial advice should always be personalised.

The list below of the people we often work with is by no means an exhaustive one, but you may be able to relate to some of their circumstances.

Young accumulators

With such busy lives, we can help take the burden of financial planning away for young accumulators, whether it is planning a house purchase, protecting a young family, or beginning to accumulate an investment portfolio and retirement provisions.

Approaching or in retirement

Retirement is an exciting period in life. You might be looking forward to taking a trip to somewhere you’ve always wanted to go, dedicating more time to a favourite hobby or spending more time with family and friends. We can help with obtaining a sustainable future during your golden years, by implementing tax-efficient spending strategies (and not just through your pension!)

Small limited company business owners

If you are a business owner who is accumulating wealth, there are a number of key investment and pension considerations that relate to you personally and also to your company. Whether it’s business and individual protection, tax-efficient extraction of company profits or powers of attorney, we can help.

As a private client of Charles Wade Finance, you can expect:

  • A personalised service with an annual review of your overall financial plan with the same adviser
  • Access to discuss or amend areas of your financial plan whenever you need our advice
  • Bespoke tax planning
  • Retirement and estate planning
  • Access to in-house portfolios (annual management cost saving of 0.5%–1% versus comparable ‘off the shelf’ products)
  • Sourcing and due diligence on tax efficient investment opportunities
  • A first-class mortgage offering
  • Referrals where required to our network of professional associates
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