Charlie joined Lifetime in May 2017 as a trainee financial planner, having graduated from Sheffield Hallam University with a degree in Accounting & Finance.
Charlie gained the CII Level 4 Regulated Financial Planning Diploma, and duly became a qualified financial planner, in March 2019.
In his free time, Charlie enjoys cue sports and is a member of a local pool team. He is a Barnsley FC season ticket holder, likes music and film, and can often be found walking or on his bike at the weekends.
David Bedford, Barnsley
Financial Planning, Pensions/Retirement Planning
We enjoyed good interaction with our financial planner, Charlie. He was clearly well prepared and patiently took his time to explain all aspects of the recommendations made. All of Lifetime’s material was easy to understand. Our favourite part of the service is the relationship we have with our adviser and the personal finance portal.