As Head of Advisory Stockbroking for Jersey, Charlie leads the team, overseeing the delivery of bespoke investment advice and supporting the continued growth of the business. Drawing on over a decade of experience in financial services, he works closely with clients to develop investment strategies across a broad range of asset classes. His approach combines technical expertise with a strong focus on client relationships, team development and service excellence. Charlie holds the CISI Private Client Investment Advice and Management qualification, the CISI Investment Advice Diploma, the ICSA Advanced Certificate in International Finance Administration, and a degree in Applied Psychology.
