Charles joins the firm from financial advisors Towry in Chichester, where he was Wealth Adviser. Within his new role at Grant Thornton he will advise high and ultra-high net worth individuals seeking to preserve and enhance their wealth through independent and impartial advice. Charles is a Chartered Financial Planner, Fellow of the Personal Finance Society and is progressing in his studies with The Society of Trust and Estate Practitioners (STEP).
Nick Lee, Director, commented: “Charles is a great addition to the team and will further boost Grant Thornton’s extensive financial planning capability in Southampton. He comes equipped with vital expertise at a time of great challenges in the market and so will provide a steady hand our high net worth clients can rely on.”
Charles added: “Grant Thornton’s financial planning team in Southampton has seen unrivalled business growth in the past couple of years. I am looking forward to working with clients across the South to deliver wealth planning solutions, helping them to realise their ambitions. The firm has the strength in depth that comes with a national and international network and I was attracted by the investment and growth in the team locally.”
Charles appointment compliments Nick’s team, which also includes Sandy McPherson, the other Southampton based advisor in the team. Sandy joined the firm in 2007, outside of work he is the Vice Chair of House Committee at the Royal Southern Yacht Club.