Biography
Charlie joined JM Finn in April 2024 and is a Wealth Planner. He has a BSc in Computing and Management from Loughborough University and is Chartered Financial Planner currently working towards Fellowship. After university, Charlie gained experience working for city-based IFAs for over 6 years prior to joining JM Finn.
Charlie’s expertise includes retirement planning, tax planning and wealth structuring. In his spare time, Charlie enjoys crossfit, golf, cricket, and tennis amongst numerous other sports.
Charles Barrow is based in our London office
JM Finn
25 Copthall Avenue
London
EC2R 7AH
Wealth Planner Charles Barrow explains why reframing retirement to think beyond capital accumulation can keep planning in perspective.
Wealth Planner Charles Barrow covers the key points to be aware on when planning how best to pass on wealth and assets to family.
Wealth Planner Charles Barrow explores some of the most effective tools available to grandparents looking to invest for the benefit of younger generations.