FREDERICK CHARLES WEALTH MANAGEMENT - Key Persons
I am a qualified Financial Adviser with over 20 years of experience within the Financial Services Industry, currently based in Colchester Essex.
From our Frederick Charles Wealth Management office in Maldon Essex I provide advice to my clients, predominantly throughout Essex but also in other areas, having clients in Norfolk, Suffolk, and London.
I am a qualified Financial Adviser and have worked in this industry for over 20 years. I joined Frederick Charles Wealth Management in 2022 and my passion is helping people achieve financial wellbeing.
I focus on providing face-to-face advice and offer a dedicated and personalised Wealth Management service to clients across Essex and beyond. I believe in building long-term client relationships that are built on trust and professionalism and understand that every client's financial goals and circumstances are entirely unique to the individual. I specialise in retirement planning, investment planning, inheritance tax planning and intergenerational advice.
Following a week's work experience at Frederick Charles Wealth Management in August 2022 I was offered the opportunity to join the Administration Team and to train to become a Financial Advisor. Since joining in October 2022, I am currently on a Financial Services Administrator Apprenticeship program for the next 12 months. Following on from completion of my apprenticeship I will then have a further three years of learning and exams to achieve a CII Level 4 Diploma in Regulated Financial Planning.
Outside of work I am a keen sportsman. I enjoy playing as much golf as possible on weekends and I also play cricket in the summer for my local cricket club. In addition to sport, I enjoy spending time with my family and friends.
I am the Managing Director and have been in Financial Services all of my working life, originally starting with Nat West and working my way up to Area manager for the last 7 years. I then became a Director of an IFA firm, Hoskin Financial Planning Ltd in 2014.
With over 30 years' experience and expertise, I have gained immense knowledge and expertise in financial matters, specialising in Pension and Retirement planning.
I have many long standing clients, both personal and corporate, which have been built up by offering flexible long term planning to match individual customer aspirations. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
I also enjoy professional relationships with Solicitors and Accountants with whom I can work with to enhance the services they offer to their clients. I understand the demands on these professionals when referring appropriate clients to myself, and pride myself on keeping my own professional knowledge and understanding up to date in creating solutions for these clients at important life stages and events.
Outside of my business, I am a keen golfer, I play the keyboard and the Saxophone.
I have worked in Financial Services for over 26 years, in both Advisory and Management roles for companies including Standard Life, Lloyds Banking Group, and in the last few years for St James's Place in a compliance function.
I am CII Diploma qualified, and I have a sound understanding of the industry. I assist the team to provide excellent service to clients.
I live locally and work part-time, and in my spare time I enjoy fishing, gardening and spending time with my family.
I have worked in Financial Services for over 25 years and I have spent the majority of that time managing a pricing team for a London based Asset Management company. I now head up the administration team at Frederick Charles Wealth Management, providing support to both advisers and clients.