Important information
Professionally speaking...
Charlie supports advisers in delivering clear, well-structured financial planning advice. He enjoys building long-term relationships with clients, understanding their individual circumstances, and helping create plans that support their long-term goals and aspirations.
His route into financial services was slightly different to most; after spending two years as a professional footballer, Charlie chose to pursue a career in financial planning. He joined an independent financial advice firm in Bristol, where he gained valuable industry experience while studying towards his professional qualifications. Keen to continue developing his knowledge and work with a broader range of clients, he later relocated to London and joined Monenti Partners.
The discipline, resilience, and commitment required in professional sport continue to influence his approach to both his work and professional development.
Personally speaking...
Charlie still finds the time to play football at a semi-professional level. He also enjoys going to the gym, surfing, and spending time with friends.
When he gets the chance, Charlie enjoys travelling and exploring new places. He is also a keen DIY enthusiast and enjoys building and creating things whenever he finds the opportunity.
Meet the wider Monenti Partners team
At your service
Whether you are exploring financial planning or seeking clarity on a specific question, we are always happy to talk. Complete the form and we will contact you within 24 hours to arrange an initial, no-obligation conversation.