Lifetime wealth planning with Channing-Williams Wealth Management
19 January 2023, from 9am to 7pm at GWS
Great Western Studios organised the private lifetime wealth planning workshop for all the studio holders with Charlie Channing-Williams.
Charlie Channing-Williams is a lifetime wealth planner, who speaks with individuals, families
and business owners. Firstly listening to what their goals and aspirations are in life. His job is then to help them understand and organise their finances in a way that work towards whatever is most important for them.
He wants people to be able to live or act in a way that is most meaningful to them, and that is
different for each of us. To do so, it can involve knowing how best to plan and save for the future, protect their income and lifestyle or build towards a particular goal (business expansion/house/kid’s education etc).
Channing-Williams Wealth Management is a Partner Practice of St. James’s Place, one of the
UK’s largest wealth management and financial advice companies, and provides a professional,
friendly and entirely personal service. Charlie’s comprehensive and completely bespoke financial advice can include: investment planning, pension planning, tax planning, and protection planning.
The first consultation for our studio holders with Charlie was without obligation, and he was able to explain what the advice journey looks like, and answer any questions they had. He understands the many priorities that business owners have to manage, and wants to work with them over the long term, providing ongoing advice to make sure their plans stay on track as circumstances evolve over time.
Want to know more?
Channing-Williams Wealth Management 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.
SJP Approved 15/12/2022