Book a Discovery Call
Find out how we can help you in 15 minutes.
Charlie Whitmore
ACSI, FA, MInstD
Managing Director New Zealand
Charlie has over 18 years of experience across banking and international financial services, including more than a decade specialising in cross-border financial planning and wealth management.
Having worked across the UK, Middle East and New Zealand, Charlie has advised internationally mobile clients on retirement planning, investment advice and UK pension transfers. He has also held senior leadership roles focused on business growth, adviser development and overseeing advisory teams within international financial services firms. Charlie specialises in helping clients transitioning to, or living in, New Zealand structure their finances in a tax-efficient and flexible manner, with particular expertise in UK pension transfers and long-term retirement planning.
He holds professional designations including Associate Member of the Chartered Institute for Securities & Investment (ACSI), Financial Adviser (FA), and Certified Member of both the Institute of Directors New Zealand and IoD International.
Areas of Expertise
- Pension Analysis, Advice, Management
- Superannuation Analysis, Advice, Management
- Retirement Planning
- Pension Planning
- Tax Planning
- Tax Structuring
- Wealth Management
- Investment Portfolio Management
- International Savings & Investment Options
- Investment Review
- High Net Worth & Ultra High Net Worth
Qualifications & Awards
NZ Certificate in Financial Services Level 5 (NZCFS)
International Certificate in Wealth & Investment Management
Associate Member of Chartered Institute for Securities & Investment - (ACSI)
Certified Member (CM) - Institute of Directors (IoD)
Certified Member (CM) - Institute o f Directors in New Zealand
Regions Covered
- New Zealand
