Client Area

Charlie Hewson

Chartered Financial Planner

I advise clients on the best way to invest/withdraw money, ensuring that their finances are arranged in a tax-efficient manner. Whether speaking to existing or new clients, clarity is essential, ensuring that they understand the advice and they receive ongoing help and assistance.

Specialisms
  • Pension
  • Investments
  • Inheritance Tax
  • Protection
Qualifications
  • R01 – Financial Services, Regulation & Ethics
  • R02 – Investment Principles & Risk
  • R03 – Personal Taxation
  • R04 – Pensions & Retirement Planning
  • R05 – Financial Protection
  • R06 – Financial Planning Practice
  • AF4 – Investment Planning
  • AF5 – Financial Planning Process
  • AF8 – Retirement Income Planning
  • LP2 – Financial Services Products & Solutions
  • CF8 – Long Term Care Insurance
  • J10 – Discretionary Investment Management

What's the Best Thing About Working at IFP?

I thoroughly enjoy how our work can help make a difference to our client’s lives. Whether that is telling someone they can retire early or helping them to ensure their investments are as tax-efficient as possible. We treat every client individually, creating specific long-term financial plans around their finances and hopes for the future.

Now for the personal part…tell us about you

Where do I start? As well as watching any football game on the TV, for my sins, I have a season ticket at Hull City, following “The Tigers” home and away where possible (not always enjoyable). I love to visit new places sampling different cultures and the local cuisine!

What Our Clients Think About Us

    Andrew M

    An excellent service all round

    "An excellent service all round. We mainly dealt with Charlie and had help from Zoey too. Great knowledge and advice regarding pensions. Cannot fault it at all. If was possibly to give 11 out of 10 we would. Would highly recommend."

    Dawn T

    The whole process was very easy

    "The whole process was very easy, it wasn't made complicated and every single step was explained to me. A representative from Informed Financial Planning, came to my house, I didn't feel pressured and I could back out at any time."

    Michael K

    Most professional company I've dealt with

    "This is the most professional company I have ever dealt with in all of my 59 years they took the time to find out what my needs were & fulfilled all my wishes if I could give 10 stars I would."

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