Charlie Ferry

Financial Planner, Partner

Charlie is an independent financial adviser who believes great financial planning is built around people, not products. His focus is on bringing clarity, confidence, and structure to your financial life, helping you make decisions that feel right both now and in the future.

Specialising in tax‑efficient wealth planning, retirement strategy, and estate planning, Charlie helps clients protect what they’ve worked hard for and pass it on smoothly to the next generation. Whether you’re navigating pensions, reducing tax, investing with purpose, or planning for later life, he turns complex rules into straightforward, actionable guidance.

With over 13 years of experience across a range of industry roles, Charlie began his career as an apprentice and went on to qualify fully as a financial adviser. He joined Saltus in 2026 following its successful merger with Birchwood Investment Management.

Charlie provides clear, practical guidance across tax planning, retirement strategy, and long term wealth preservation.