Charles is responsible for the delivery of all aspects of client services in Equiom’s Isle of Man office.
Charles oversees a number of client services teams in the Isle of Man to ensure that Equiom's clients benefit from the highest levels of customer service and compliance in line with procedures and external regulatory requirements. He also provides a high-level point of contact to a number of Equiom’s key private clients.
Charles provides a range of fiduciary services to trusts and companies for high net worth private clients, specialising in investment and property management. He works closely with his clients and their advisors to provide bespoke solutions. He also leads on Equiom's executorship service offering for private clients.
He has significant trust and corporate services experience and has built long-standing relationships with clients over many decades, both locally and internationally. In many cases he advises second and third generations of families in the management of their wealth via appropriate trust structures, as well as assisting them with estate and general tax planning.
Charles joined Equiom in 2013 following the acquisition of West Corporation Limited.
He is an honours graduate of the University of Hull.
