Charles Whitley
Financial Planner, Partner
Charles provides holistic financial planning that addresses each clients’ unique needs and aspirations. He takes the time to listen and understand his clients’ goals, crafting tailored strategies in retirement, tax, and investment management that adapt to changing circumstances. His approach helps clients secure their financial future and maximise their wealth.
With over a decade’s worth of experience in the industry, Charles understands the significance of personalised advice. He joined the Saltus team from Creative Wealth Management, bringing a wealth of knowledge and a commitment to delivering exceptional service. Charles aims to ensure that financial planning evolves alongside clients’ lives, supporting them in achieving their objectives with confidence.
Charles provides holistic financial planning tailored to clients’ unique goals, ensuring strategies evolve alongside their changing circumstances.
"Charles always provides great service and information on my investments."
Paul, Gloucestershire
"Charles is always welcoming, available, and understanding. He has lots of patience and makes everyone feel at ease."
Wendy, London
"Charles provides solid investment advice and detailed reporting frequently. "
Carl, Leicestershire
"Charles provides up to date and informative insights into current events and situations. He is always on hand when required. "
Chris, Cumbria
"Charles keeps me up to date with my pension and is always available to discuss investment opportunities."
Thomas, West Sussex
At home...
In his spare time, Charles enjoys watching and participating in sport and spending time with family and friends.