About
A boutique firm, built on long relationships.
AM Wealth is a private-client financial planning practice for people with complex financial lives—particularly business owners, City professionals and their families.
Charles Moody — Chartered Financial Planner
Charles Moody
Charles has been offering private clients and their families financial advice since 2006.
He specialises in providing tax planning solutions and wealth management services to high-net-worth individuals, mostly business owners and City professionals. Estate planning, retirement solutions and tax-efficient investment planning are his key focus areas when constructing a strategic financial plan for his clients, together with providing a cash-flow analysis to frame any recommendations made.
Central to his proposition is to work collaboratively with discretionary fund managers, accountants and solicitors, to ensure a co-ordinated delivery of holistic advice and investment services. Charles works together with existing advisers of clients and also has an extensive network of contacts to make introductions, where appropriate.
Charles has been a Chartered Financial Planner and Fellow of the Personal Finance Society since 2014 and is also a member of the CISI, holding the level 6 MCSI designation.
Charles is married to Gillian and has one young daughter, Annabelle. In his spare time, when not chasing his daughter around soft play, he enjoys family walks and trying new restaurants. He hopes that one day his daughter will take up football and golf, to give him the excuse to re-engage with the sports he loves.
- Chartered Financial Planner since 2014
- Fellow of the Personal Finance Society (FPFS)
- Member of the CISI, level 6 MCSI designation
- Advising private clients and their families since 2006
How we work.
Considered
We take time to understand the whole position before making any recommendation.
Collaborative
Advice is delivered alongside your accountant, solicitor and investment managers.
Continuing
Plans are reviewed regularly as legislation, markets and your circumstances change.
Arrange a private conversation
A conversation is the natural first step.
Whether you are growing a business, preparing for a sale, approaching retirement or thinking about the wealth you will leave behind, AM Wealth can help you take the next decision with confidence.
Conversations are confidential and without obligation.
Advice is provided on an initial discussion basis before any engagement.