Charlie Bryant

DipPFS

Having had an interest in both problem solving and finance from an early age, I naturally gravitated towards becoming a financial adviser and thoroughly enjoy helping my clients navigate their finances to achieve their goals.

About

I joined the St. James's Place Partnership in 2016 after completing my degree in Economics, and I was then appointed as a Financial Adviser upon achieving my Diploma in Regulated Financial Planning. I believe that having a deep understanding of economics, as well as financial advice, positions me well to provide my clients with genuine insight into the world of finance and how this ties in with their financial planning.

I am extremely passionate about providing quality, holistic financial advice whilst maintaining long-term, honest, and transparent relationships with all my clients. I focus on creating financial plans for my clients that look to the future with the aim of achieving their personal and financial goals, reviewing these plans as frequently as is desired. I have an especially strong understanding of business owner’s needs and objectives and strive to ensure that they are managing their personal and business finances in a tax efficient manner, whilst also protecting their families and businesses in the process.

Away from work, I enjoy spending time with my family and friends and improving my skills in the kitchen. I regularly play golf and squash – fortunately to a much higher standard than both Sam and Nick!

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Bryant Hall Todd Wealth Management Ltd is registered in England and Wales, Number 12558147. Registered Office: 42 St Luke’s Road, Old Windsor, Windsor, SL4 2QQ.