Charles Bailey

BA (Hons) FPFS Chartered Wealth Management Director & Fellow of the PFS

After Charles graduated from Manchester University in 2012 he went straight out to New York City to get experience of both living and working abroad. He has also spent time in Asia and is passionate about helping people from all walks of life with their financial needs.

As well as helping his clients with all aspects of financial planning, Charles specialises in helping high net worth individuals with potentially complex tax issues. For example, when advising property landlords when selling buy-to-let property within their portfolios, he helps them to understand and utilise tax efficient investments to help mitigate their tax liabilities. More recently he qualified to advise on final salary pension options.

Outside of work Charles is passionate about politics, rugby & football.

The value of an investment with St.┬áJames’s┬áPlace will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

Some buy to let mortgages are not regulated by the Financial Conduct Authority.

Contact Charles Bailey

Tel: 01273 390561

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