Charlie Ferry

Financial Planner, Partner

Charlie 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.

Charlie has built his career within financial planning, developing a strong technical foundation before moving into advisory roles. With over a decade of experience in the profession, he has worked closely with individuals and families to help them achieve their financial goals and navigate important life events with confidence. He joined Saltus in 2026 following the successful merger with Birchwood Investment Management.

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