External Panel Adviser
Charlie Channing-Williams
Please note that Charlie runs his own practice within St. James’s Place; Channing-Williams Wealth Management; and does not operate in a legal partnership with Apollo Private Wealth.
Expertise
Charlie provides bespoke and holistic wealth management advice that builds financial confidence for the long term.
His ambition is to become a trusted adviser for life, as guiding clients to identify and prioritise their financial goals, create suitable plans to realise their unique objectives, then implement those plans, reviewing and progressing throughout their lifetime.
Experience
Charlie began his career in marketing, before joining St. James’s Place as a financial adviser in 2022.
Qualifications
- Diploma in Regulated Financial Planning (DipFA)
- BA in Marketing and Management from Newcastle University
