Charlie Wallace

I'm a fully qualified Chartered Financial Planner, with an Advanced Diploma in Financial Planning and over 18 years’ experience within Financial Services. As the Director of Four Rivers Financial Planning Limited, I take great pride in offering a professional and friendly advice service to clients throughout the North East and wider UK. I have gained a wealth of experience and knowledge in Retirement Planning, Investment Planning & Protection advice. I combine these skills with a helpful, dedicated approach to advising families with their financial planning needs. As a Chartered Financial Planner I am qualified to navigate the complex world of Inheritance Tax Planning and Estate Planning including the use of Trusts. I believe a long standing, trusted relationship with my clients is the key to them building and maintaining a great financial plan to guide them through all aspects of their lives whether they're young professionals starting their financial journey or mature clients consolidating theirs. Four Rivers Financial Planning are proud to be a partner of M&G Wealth Advice who are backed by the strength and credibility of M&G plc, who has been providing financial security for over 170 years. Away from work, I enjoy spending time with my wife and two children, as well as watching sports and playing golf. Four Rivers Financial Planning advisers are qualified in financial planning and advise on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service.