Charles is starting his 5th decade in Financial Services and his passion for providing financial advice to his clients is as enthusiastic as ever. His business ethos is to ensure all client communications and meetings are tailored to the clients’ specific needs and financial planning objectives.
“There have been plenty of changes in financial services over the years. None more so than continually evolving regulation and compliance. These changes only benefit and increase, client - adviser relationships because clients rely more and more on professional advice and services. atomos is a company that places client’s financial needs, at the heart of the firm’s strategy and provide complete support to their financial planners.”
Outside of work, Charles enjoys a strict keep fit regime, especially when travelling and is a keen aviator, which he has managed to dovetail into his financial services career. Charles is also a follower of most sports and has been a lifelong Sheffield Wednesday supporter.