Partner Practice of St. James's Place Wealth Management
Charles Bailey BA (Hons) DipPFS - Wealth Management Consultant
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. James's Place 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.
Contact Charles Bailey BA (Hons) DipPFS - Wealth Management Consultant
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
McMillan Wealth Consultants Limited is registered in England and Wales, Number 09448900 . Registered Office: Arthur G Mead Ltd 4th Floor, Fitzrovia House, 153-157 Cleveland Street, W1T 6QW, England.