Charles Westrope
Chartered Financial Planner, APFS
Charles Westrope is a Fellow of the Personal Finance Society (PFS) which is the highest-level professional achievement in Financial Planning. In addition he has been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).
This is the profession’s gold standard for financial planning individuals. It confirms that he has satisfied rigorous qualification criteria by retaining high levels of professional conduct and Continuous Professional Development. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Conduct.
Only the UK's leading financial planners qualify for Fellowship and Chartered status, so you can be confident that you are dealing with a leading business that is wholly committed to providing you with the best possible advice, service, and support.
Specialisms:
About
Understanding your desired outcome is the most important part of our relationship. Once this is understood we can begin working together to create a plan that aims to achieve the very best outcome for you.
Outside of work I have a family, including a dog, I live in Warwickshire and enjoy cycling, golf, rugby and watching my son play any game he turns to. I am post captain of Kenilworth Rugby Club too.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
