Charles Edwards

Much of my career has been spent prioritising client objectives by devising clear methodologies to help achieve these goals, providing confidence in a financially secure future. I take pride in adopting a holistic goals-based approach to investing by delivering a comprehensive range of value-added services; this reinstates confidence and serves as an assurance that objectives have been addressed, prioritised and are reviewed regularly to ensure they remain achievable.

Being results-oriented with a forte for developing and implementing strategies, I have consistently delivered results even in the most volatile economic market conditions by utilising various asset classes.

I provide a consultative approach with clients when reviewing their portfolios and proactively discuss any changes required due to varying market conditions.

This also involves implementing investment strategies for clients who hold existing investment portfolios. I provide a comprehensive review of each structure with options of how to best utilise or unwind with the minimum financial impact. I introduce my clients to a range of investment options, all designed using world-class data and analysis. I believe our investment process provides my clients with the opportunity to achieve superior returns over the medium to long term, including during periods of global market volatility.

Over the years we have developed a panel of strategic partners who provide complementary services to ensure I can cater for all enquiries ranging from:

•         International property purchase remortgage and sale advice

•         UK Accountancy and tax returns

•         Buy to let portfolio management

•         UK repatriation services

•         International FX brokerage

•         UK company incorporation and management services

•         Australian tax and residency advice