SPECIALISMS: Mortgages, Protection
My role involves helping clients find the right mortgage for their circumstances and ensuring that they have the right protection in place in case the worst should happen.
I have over 20 years of experience in financial services, including as a paraplanner, mortgage adviser and investment product manager. I have recently returned to a client-facing role as a mortgage and protection adviser, as this is the area of financial services that gives me the greatest job satisfaction.
Outside of work I enjoy spending time with my three children and friends. You can often find me in the sea at Westward Ho! either swimming, surfing or surf life-saving. I am also a coach for Bideford Rugby Club’s junior section and enjoy playing football (badly) and running (slowly).
Mortgage Advice Qualification (MAQ)
Certificate of Financial Planning (FPC)
RO2 Investment principles and risk
SV1 Savings and investments
Mobile: 07875 748819
E-Mail: charlie@togetherfsl.co.uk
Your home may be repossessed if you do not keep up repayments on your mortgage.
A footballer
In the sea, on the beach with my three children or stood in the rain coaching rugby
Helping people achieve their objectives
Good Vibrations – The Beach Boys
Helping people understand their finances and achieve their goals.
James Corden, Ruth Jones, Jimmy Carr and Keith Lemon
Always finding the positive in any situation
Appledore, on a sunny evening with a cold pint and good friends
Dependable, Organised, Energetic, Honest, Daddy!
I am in the sea
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