Meet Charlie

At work

Charlie joined PWS in 2019 after graduating from the University of Liverpool with a 2:1 degree in Geography. Since then, he has become a valued member of the team, supporting both advisers and clients in his role as a Financial Administrator.

Working closely with our advisers and directors, Charlie assists with the preparation of client reviews, report writing and a wide range of financial planning administration. He also liaises with clients directly, helping to answer queries and ensuring they receive a professional and efficient service throughout their journey with PWS.

Charlie enjoys the variety that each day brings and takes pride in playing an important role in helping advisers deliver high-quality financial planning advice. He is committed to developing his knowledge and expertise within the profession as he continues to progress his career in financial services.

At home

Outside of work, Charlie is a passionate sports fan and a season ticket holder at Liverpool Football Club.

He also enjoys playing golf, trying new restaurants and keeping up with a wide range of sporting events throughout the year. Whether it’s a day on the golf course, a match at Anfield or a test at Old Trafford Charlie is always on the go.