Preston
Charles joined Perspective (Springfield) in October 2025.
With ten years of experience in Financial Services and a broader background in the business sector since leaving university, Charles has developed a strong foundation in understanding clients’ needs and delivering high-quality financial advice.
As a Financial Planner, Charles provides expert and specialised financial planning advice to help clients create the future they desire. He is passionate about simplifying complex financial matters, crafting personalised plans, and ensuring clients feel confident and informed at every stage. The part of the role he enjoys most is the interaction with clients—each with different circumstances, ambitions, and challenges. Supporting them in achieving their goals and objectives is what truly motivates him.
Outside of work, Charles can often be found at his local cricket ground, on the golf course, or following—“for his sins”—Manchester City.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
