Originally from Bath, England, Charles moved to Singapore in 2011. He spent 10 years working within the Business Process Outsourcing (BPO) space, before realising that he had a greater passion for helping people manage, protect, and grow their wealth.
Charles believes that managing and investing money is an essential life skill, that many people find overly time consuming and/or seemingly complicated. He is passionate about educating and helping people so that they can protect and provide for their financial futures. This can include increasing wealth, structuring investments tax efficiently, or protecting income in the event of serious illness or death.
In his role of Wealth Manager, Charles is confident that with his help, anyone willing to take the steps to optimise their financial affairs can become financially independent.
Charles prides himself on the close relationships he maintains with his trusted clients.
Charles lives in Singapore with his wife Victoria, and children, George, Cecilia & Amelia. They see Singapore as their home now and plan on being here indefinitely. Charles likes to keep fit and active, and can usually be found attempting triathlons, or fishing for anything that will bite!