Client Relationship Director
Charles works closely with his clients, specifically advising family, trust and endowment clients on matters ranging from family issues to wealth transfer, asset protection and investment strategies to business succession planning, understanding that no two families’ needs are the same.
Charles is a Director in the Client Relationship Management Team. After graduating in law at Exeter University, Charles trained as a chartered accountant with Price Waterhouse. Following his qualification in 1987, he spent nine years in London and Frankfurt where he gained experience in a wide range of advisory roles, including management buy-outs, acquisitions and disposals, valuations and restructurings. In 1997, he moved into international capital markets, where he worked as a senior equities analyst for 12 years. During this period, he worked for HSBC, ABN AMRO, Seymour Pierce and Teathers. Charles joined Sandaire in 2010.
Charles is a member of the Chartered Institute for Securities and Investment and has been a trustee of a number of grant-making charitable trusts since 1990 and was for four years a trustee of Fairbridge, a national youth charity, before its merger with The Prince’s Trust.
We understand the fiduciary duties that often go hand-in-hand with stewardship of family wealth and are committed to providing impartial advice and supporting those with the associated responsibilities.