At Charles Wade Finance we provide a fully independent comprehensive advisory and management service covering mortgages, financial planning, estate planning, pensions, investments and insurance. In becoming a client, you will be receiving a level of knowledge, practical experience, and client attention that we believe will be hard to find amongst any financial advisory group. Being fully independent allows us to maximise our investment abilities and knowledge via access to the most competitive investment solutions in the marketplace resulting in fantastic outcomes for our clients. For us this is a relationship business- the more we know about you the better we can find the solutions to the challenges you face. Our advisers offer advice and planning in areas where they have had over 10 years of practical experience. Our Head of Mortgages and Protection worked for over 10 years in the property and finance industry, both as a financial adviser and a mortgage broker. He has experience of the mortgage market from both the banking and advisory sides, has worked as an agent buying and selling property and has had his own portfolio of properties that he has managed since 2004. Our Head of Financial Planning and Investment Proposition spent 8 years as a portfolio manager for a Hedge Fund, so has a fantastic understanding of creating value and balancing reward and risk when it comes to investments. He believes in a cohesive financial strategy to educate our clients, allowing them to maximise their finances and reach their personal financial goals.

• Company Overview
• Established 2010
• Email ******@cwf.uk.com
• Websitehttp://www.charleswadefinance.co.uk