Charles Hirst (Chartered (ALFBF))
Financial Planner
London office
What attracted you to a career in wealth management?
With over ten years of experience in financial services and the attainment of Chartered ALFBF status, I was drawn to wealth management by the opportunity to provide top-tier financial guidance. My journey included achieving qualifications like the Defined Benefit Transfers qualification, considered the gold standard in the industry. My passion lies in helping clients realize their goals by understanding their short and long-term life objectives.
How do you look after clients?
In my client-facing role, I work with individuals, families, and business owners to offer holistic advice. I use cash flow planning to build wealth efficiently for retirement, create retirement drawdown plans, and structure estates for optimal Inheritance Tax mitigation. I believe in a friendly approach, ensuring clients receive tailored advice and support throughout their financial journey.
What are your interests outside of work?
Beyond my professional interests, I'm passionate about socializing with friends and family. I also enjoy playing sports like football and golf. Exploring new places and travelling is another one of my personal interests, providing a well-rounded balance to my life outside of work.
Tax treatment varies according to individual circumstances and is subject to change.
Inheritance Tax Planning & Estate Planning are not regulated by the Financial Conduct Authority.