Charlie Wallace Financial Planning Limited
Charlie Wallace is a fully qualified Financial Adviser, with a Diploma in Financial Planning and over 15 years’ experience within Financial Services.
As the Director of Charlie Wallace 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. 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.
Charlie Wallace Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.