Charles Wade Finance

Independent Financial Adviser  37 VICTOR ROAD, Teddington, Middlesex, TW11 8SP
First meeting at adviser's own cost
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Response rating
7.0/10
check
FCA authorised
Last authorised 19th October 2020
Meet our advisers
James Wade
Head of Investment

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Charles Wade
Managing Director, IFA

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

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
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.

Where to find us
Head office address: 37 VICTOR ROAD, Teddington, Middlesex, TW11 8SP
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 19th October 2020

Similar advisers near you

Independent Financial Adviser 0.31 mi
"Impartial & independent financial advice to align your finances with your life goals."
 
Restricted - whole of market 0.39 mi
Bennison Brown Wealth Management is a business that truly cares about providing a fantastic service to our customers
 
Independent Financial Adviser 0.39 mi
Welcome to Armstrong Wealth. Great service and excellent value advice for Pensions, saving & Investments, Life & Health insurance. In person, by phone or online. Get in touch today and get your financial plans on track.
 
Independent Financial Adviser 0.63 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.