Charlie May

Areas of expertise

Advisory and discretionary portfolios
ISAs
Pensions/SIPPs
Trusts
Unwrapped Investments
VCTs
Flagstone Cash Service

Experience

A Chartered Fellow of the Institute for Securities and Investments, Charlie joined Tilney Smith & Williamson in 2010 and currently works within the Investment Advisory Department. Using our experienced analysts and my own expertise, I advise and manage private clients to help them achieve their financial goals.

Notable client work and achievements

Awarded Citywire’s Top 30 under 30 in 2015.

Professional qualifications and memberships

A Chartered Fellow of the Institute for Securities and Investments, IMC (Investment Management Certificate), Certificate in Retirement Planning, PCIAM (Private Client Investment Advice and Management) Diploma.