Chartered Financial Planner
Fellow of the Personal Finance Society
Charles has over 35 years experience in Financial Services. Before co-founding Charles Daniel in 2010 Charles worked as a Financial Adviser & Stockbroker in the Ely branch of Investment Firm Edward Jones from 2006-2009.
Previously he spent some 25 years serving in prominent positions within HSBC bank. These have included roles as a Bank Manager in Ely as well as a Corporate Financial Planner.
Charles is a member of the Personal Finance Society and has recently been awarded both Fellowship of the Personal Finance Society as well as the coveted status of Chartered Financial Planner. This is the highest level of qualification available through the Personal Finance Society. The award demonstrates an ongoing commitment to professional development to ensure that our clients receive the best possible advice. Charles is also a qualified Banker and Associate of the Institute of Bankers.
Charles specialises in Investment Advice, Retirement & Estate Planning as well as Corporate Financial Planning.