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Charles Whitebread

Charles WhitebreadFinancial Adviser

Contact Details
Areas of Expertise
  • Retirement Planning
  • Investment Advice & Portfolio Management
  • UK Tax & Estate Planning
  • Financial Planning
  • Asset Management
Qualifications
  • BSC Business Management & Economics

  • CISI Level 4 International Certificate in Wealth Management

Charles graduated from the University of Brighton with First-Class honours in (B.Sc.) Business Management with Economics and was nominated for The Barclays Local Genius Award.

After completing his UK Level 4 Financial Adviser qualification, Charles is currently training for Uniform Investment Adviser Law qualification to allow him to give advice and services in the USA. Charles also aims to complete his Chartered Financial Analyst (CFA) Level I, II and III exams in the near future.

After being a stand-out candidate in the Hoxton Academy, Charles was selected to work alongside some of the region’s most recognised Independent Financial Advisers and has extensive experience servicing clients internationally with their holistic financial planning needs.

Outside of work commitments, his interests are in financial markets, politics, current affairs, and sports, particularly football, rugby and golf.

How can we help you?

If you would like to speak to one of our advisers, please get in touch today.

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