Four Rivers Financial Planning Limited

Charlie Wallace is a fully qualified Chartered Financial Adviser, with an Advanced Diploma in Financial Planning and over 18 years’ experience within Financial Services.

As the Director of Four Rivers Financial Planning Limited, Charlie takes great pride in offering a professional and friendly advice service to clients throughout the North East.

Charlie has gained a wealth of experience and knowledge in Retirement Planning, Investment Planning & Protection advice. Charlie is also a Specialist Adviser providing clear advice on the complex nature of Inheritance Tax and Estate Planning. He combines these skills with a helpful, dedicated approach to advising, both existing and new clients.

Away from work, Charlie enjoys spending time with his wife and two children, as well as watching sports and playing golf.

Harriet Wallace

Harriet Wallace is a qualified Financial Adviser, with a Diploma in Regulated Financial Planning which she achieved through the Chartered Insurance Institute.

Having worked in financial services for over 10 years, Harriet has gained a multitude of skills and knowledge in roles as Personal Banking Manager and Bank Manager in high street banking, and Chief Operating Officer in the credit union sector.

Harriet has a passion for financial wellbeing, education and inclusion; she combines this with her desire to help our clients, navigate their financial goals by providing clear, personalised financial advice.

Outside of work, Harriet enjoys reading, and spending time with her partner and labrador on the beaches of the North East.