Biography
Charlie joined JM Finn in April 2024 and is an Associate Wealth Planner. He has a BSc in Computing and Management from Loughborough University and is Chartered Financial Planner currently working towards Fellowship. After university, Charlie gained experience working for city-based IFAs for over 6 years prior to joining JM Finn.
Charlie’s expertise includes retirement planning, tax planning and wealth structuring. In his spare time, Charlie enjoys crossfit, golf, cricket and tennis amongst numerous other sports.”
Charles Barrow is based in our London office
JM Finn
25 Copthall Avenue
London
EC2R 7AH
Lending for equity release mortgages is up 32% compared to 2024, driven by older generations seeking to fund retirement.
Charles Barrow, Associate Wealth Planner, discusses the importance of early planning for inheritance and speaking to loved ones about where assets are kept in order to pass on as much of your wealth…
Charles Barrow, Associate Wealth Planner and Mark Rowe-Ham, Senior Investment Manager explain why it might sometimes be best to sell underperforming shares and incur Capital Gains Tax.