Paul Charles

Paul has been a Wealth Manager since 2005.  He began his career in financial services in the UK after graduating from Sheffield Hallam University.  He moved to Singapore in 2010 and joined the AAM Advisory team in 2014.

His focus and experience have largely seen him work with HNW expatriate clients in SE Asia.  As part of his ongoing commitment to financial planning and wealth management, Paul recently gained the prestigious Chartered Financial Consultant designation from the American College of Financial Services.

Paul is passionate about the fact that great lifestyle financial planning enables his clients to achieve and enjoy the life that they want, for themselves and for their families. He is driven, dynamic and determined and aims to delight his clients with his passion and expertise. He knows that each client is unique and therefore he first helps them understand what is truly important to them. Once this has been established, he then utilises his expert financial management to tailor a plan to meet their financial goals and objectives.

Paul is committed to ongoing personal development and believes that continued learning is vital in the ever-evolving world of lifestyle financial planning.  His belief that life is not a dress rehearsal and that everyone should aim for a successful and enjoyable work/life balance, enables him to engage his clients in a meaningful and very personal discussion.

In his personal time, Paul enjoys travelling and playing a number of different sports. He is a keen footballer and a passionate Middlesbrough fan, which like the markets, has its ups and downs!

Client testimonials:

“Paul has been my advisor over the last four years and I have always felt well looked after. What I appreciate the most with Paul is his honest, concise and well-founded advice. He is also very responsive and always available for a meeting if needed.  I’m a busy person with limited interest and little time to read all the research material available, but with Paul I sleep well at night and have the comfort that my portfolio is well looked after”

Geir Bakkelund, Head of Shipping & Asset Finance Asia, Corporate Finance

 “This is a testimony to Paul Charles professionalism, attention to detail, openness and sincerity in his dealing with my investment accounts with AAM Advisory. I have been dealing with Paul some time and always feel assured and comfortable with those dealings. Paul is a credit to his profession.”

Phil Meadley, Regulatory Compliance Manager