Charlie Hannam
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Expertise
Charlie is a Private Wealth Adviser working with high-net-worth individuals, their families, and high-earning professionals to help them achieve their financial goals with clarity and confidence.
He provides holistic, practical advice across all areas of wealth management, including investment and pension planning, tax optimisation, estate structuring, and cash flow modelling. By taking a comprehensive approach, Charlie enables clients to make well-informed decisions that support their ambitions – from securing retirement income to funding education or preserving wealth for future generations.
Qualifications
- Level 4 Diploma in Regulated Financial Planning
- First Class BSc Finance and Investment Banking, University of Greenwich
Personal interests
Charlie began his career as a Finance Transformation Consultant at IBM in partnership with BCG, before moving into financial planning with another SJP practice in Hertfordshire. Away from advising, he plays football semi-professionally and follows Formula 1 closely.
