Charles Wade Finance

Independent Financial Adviser 3rd Floor, 9 Whitehall, London, SW1A 2DD
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
We advise in areas where we have over a decade of investment industry experience - experience that's hard to beat.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
Meet our advisers
Charles Wade
Managing Director, IFA
James Wade
Head of Investment
What our clients say
I've been using Charlie for 7 years now. He laid out a clear plan for investing into both my ISA and pension. Whilst my pension is growing nicely I used the growth within my ISA to contribute significantly to buying my new house last spring!
Nick Lockwood, Teddington
Where to find us

3rd Floor, 9 Whitehall, London, SW1A 2DD

Contact us
About us

At Charles Wade we provide a fully independent advisory and management service covering: mortgages, financial and estate planning, family trust work, pensions, investments and insurance. We have access to the most competitive investments in the marketplace allowing us to maximise our abilities and knowledge, for the benefit of our clients.

In becoming a client, you will be receiving a level of knowledge, practical experience and consistency that we believe will be hard to find amongst an financial advisory group.

After fully understanding your circumstances and attitudes towards different types of investments, we design a financial plan and individual summary document. Following implementation of your plan we then work together through structured, regular contact so that your financial plan and investment strategy is always up to date. This ensures you get the maximum benefit from us.

We are passionate and confident that through educating our clients and maximising their finances, we can help every client towards reaching their financial goals.

Our services

Firstly we listen!

Then we use our professional knowledge of the financial and investment landscapes to structure your solution ensuring we help you meet your objectives in the most time, tax and cost efficient manner, whilst giving you the flexibility you require.

On the investment side we make full use of James's hedge fund experience to build balanced, diversified portfolios, giving exposure to specialist fund managers where they have proven to deliver added value, and yet by using the strengths of passive management, constructed it at a fraction of the price of any comparable ‘of the shelf’ investment portfolio.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Compliance

CW Executive Finance Limited trading as Charles Wade Finance is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales. Registration Number: 09554788. Registered Office: Unit 29 Northampton Road, Blisworth, Northampton, NN7 3DW

Estate Planning, Taxation Advice and Trust Planning are not regulated by the Financial Conduct Authority.

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