Click here to read more about what my clients say about working with me.
Adam Armstrong – Director, Herald Training
“I have worked in professional development for fourteen years, training financial advisers and have assessed entire sale forces in that time. The reason I empower Charles Wootton to be my sole financial adviser, and have done since 1998, is because he is far and away the best adviser I have met in all that time. Charles has exceptional knowledge of the market, builds sincere rapport and advises without forcing or using disturbance. Charles is comprehensive in his homework, seeks to fully understand his customers’ drivers and positions his clients to allow them to make informed decisions. I would recommend Charles to anyone, and indeed have. Over the years he has become adviser to my wife, brother, mother, sister-in-law, my son’s Godfather, my business partner and several members of my training and development team. They, like me, recognise the exceptional qualities Charles demonstrates in his work.”
Ross Walker – Oracle
“I have been working with Charles for over a year now and have found his advice and guidance invaluable over that time. He has used tools such as the Voyant cash modelling software to help bring clarity to my medium and long-term financial goals. That alone has proven vital in putting a plan in place and has given me the confidence in my financial affairs I was looking for. Charles also helped me through the minefield of pensions planning including transferring out of an old occupational scheme which I’d have struggled to do alone.
Charles’ approach has been personal, honest and candid which has enabled us to develop a very good relationship over a short space of time. I’ve never felt under pressure or that I’m being sold to which compares favourably to other experiences I’ve had in the financial services industry.
As I am based in Scotland, I had reservations about Charles being based in London, however we keep in touch regularly and we meet face to face in London when my diary allows. This has worked out very well to date. I now look forward to a long-term relationship with Charles, broadening advice into areas such as estate planning and financial planning for my children.”
R.L – self-employed photographer
“Charles clearly has vast experience of long-term financial planning, which, together with his keen attention to detail and relaxed and charming manner, inspires enormous confidence in his decision-making. From the very start he listened very carefully to me, in order to fully understand my position and long-term ambitions. Using Voyant, Foster Denovo’s cash modelling software, this enabled him to provide me with a genuinely tailored and collaborative solution, clearly and concisely explained without ever resorting to confusing jargon. After many years of neglect and (at best) passive ‘advice’ from other IFAs, that led to a sense of unease and confusion, Charles has completely reconfigured my thinking and I am now in the reassuring position of having in place a regularly-reviewed long-term financial plan that is prudent, flexible and in which I have great confidence.”
Bob L – working in the IT industry
“Charles took the time to understand my personal situation, aligned it to my long term aspirations and was and remains available for advice on a broad range of financial matters from pension advice through to estate planning. In understanding my situation Charles introduced a broad range of financial options making recommendations and questioned the wisdom of my current investments. I feel comfortable calling Charles for advice knowing that if he doesn’t have an immediate answer he will seek advice from his network to ensure any recommendation is well considered given my personal circumstance.
Using Voyant, his planning software I now understand my financial position and in Charles have the support of someone to help me meet my long term financial aspirations.”