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Charlie Thomas DipPFS

Independent Financial & Mortgage Adviser


Charlie has over 10 years of experience working within the financial services sector and achieved his Diploma in Regulated Financial Planning as well as certificates in mortgage and equity release advice in 2018.

Charlie gained invaluable experience within the financial services sector during his time at SelectaPension, a cost comparison software company used by thousands of financial advice firms across the UK, which he joined in 2013. His inside-out knowledge of the software allows him to deliver in-depth analysis that few others can rival.

Charlie now specialises in mortgages, investments, and pensions delivering friendly, approachable, and honest advice to people at all stages of life. He believes in helping people build their financial capacity to live a good life and feel empowered around money decisions.

Qualification Units Passed:

R01 – Financial Services, Regulation & Ethics
R02 – Investment Principles & Risk
R03 – Personal Taxation
R04 – Pensions & Retirement Planning
R05 – Financial Protection
R06 – Financial Planning Practice
J10 – Discretionary Investment Management
ER1 – Equity Release
CF6 – Mortgage Advice