Charlie Navesey
DipPFS, ACA, BA (Hons)
Charlie is a Chartered Accountant who joined PWM from Marsh & McLennan in 2024. He has over thirteen years’ experience working in a variety of roles in the financial services, including 3 years of working abroad in Australia & New Zealand.
Approaching fellowship status with the Institute of Chartered Accountants for England & Wales. He also holds a degree in Accounting, Business and Financial Management from the University of Sheffield, and holds a Diploma in Regulated Financial Planning with the Chartered Insurance Institute.
Charlie specialises in growing and protecting his clients' wealth, providing tailored strategies to help them achieve their financial goals and secure their financial future.
In his personal time, he enjoys playing and watching cricket and football, and spending time with his young family.
Please note that Charlie does not provide accountancy advice on behalf of PWM or St. James's Place.
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.
