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    • Home • Advice • Advisers

    Charlie Wallace

    Director & Chartered Financial Planner

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    Tyne & Wear

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    About me

    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.

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    My details

    I like helping people on:

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    Retirement planning

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    Pensions

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    Investments

    My qualifications:

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    Level 6 Diploma in Advanced Financial Advice

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    Certificate in Long Term Care and Later Life Planning

    My charging model:

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    Ongoing % fee

    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 37 Lombard Street, London, EC3V 9BQ.
    InformationHistorically, money invested for more than five years grows more than cash savings. Remember that investments can also fall, so you might not get all of your money back. Tax treatment depends on individual circumstances and may change.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 37 Lombard Street, London, EC3V 9BQ.