
Contributor
Charlie Wallace
Director & Chartered Financial Planner
Tyne & Wear

Contributor
Charlie Wallace
Director & Chartered Financial Planner
Tyne & Wear
Charlie Wallace | Financial Planner | Boring Money Advice
About Charlie Wallace
I’m a Chartered Financial Planner with more than 20 years of experience helping individuals and families make confident financial decisions. I specialise in retirement planning, pensions, investments and protecting long-term wealth, taking the time to understand what matters most to each client before creating a clear, personalised plan. My approach is straightforward, transparent and focused on building lasting relationships that help clients achieve their financial goals with confidence.
Likes
Golf
Warm weather
Family Time
Newcastle United FC
Dislikes
Rush hour traffic
People who clap when the plane lands
Ketchup
Information
Specialisations
Retirement planning
Pensions
Investments
Qualifications
Level 6 Diploma in Advanced Financial Advice
Certificate in Long Term Care and Later Life Planning
Fee structure
Ongoing % fee
