Charlie Carter DipPFS
As a paraplanner at Helm Godfrey, I provide close support to the wealth management consultants to assist them in delivering holistic financial planning solutions.
My role typically involves writing bespoke suitability reports covering a range of recommendations, constructing cash-flow plans and undertaking investment portfolio analysis on behalf of our clients.
I have completed my Diploma in Financial Planning and am working towards achieving Chartered Financial Planner status in 2019.
Outside of work I am huge football and cricket fan. I also love skiing, travelling and music.