Charles Cowan
APFS
As a co-founder of Planned Wealth, I pride myself on offering an invaluable service to my clients. I am committed to building long-term relationships, based on trust and professionalism, providing advice of the highest standard.
As a father of two and a business owner, I identify strongly with the need to provide stability and security for loved ones as well as the importance of building a strong foundation for future growth.
I offer a ‘hands on’ approach to wealth management, guiding my clients through what can often be complex areas. My focus is always on delivering exceptional outcomes for my clients who put their trust in me and my team.
In my spare time I enjoy swimming, running, and spending quality time with my wife and children.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice 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.
