Charles Boyd

Financial Planner
DipPFS - Diploma in Regulated Financial Planning
CII Level 3 - Certificate in Mortgage Advice
CII Level 3 - Certificate in Equity Release
Cll Level 4 - Certificate in Advanced Mortgage Advice
Unit 1, Fulcrum 2, Solent Way, Whiteley, Fareham, PO15 7FN
01489 585 581

Skills & Area's of Advice

Pension & Retirement Planning Advice
Savings & Investments
Financial Planning
Inheritance Tax (IHT) Planning
Wealth Management
Mortgage & Re-Mortgage Advice
Protection & Business Protection Advice
Life Cover & Critical Illness Cover

Experience & Achievements

Achieved Diploma in Regulated Financial Advice
Membership of The Chartered Insurance Institute and Personal Finance Society
Undertaking Chartership in Financial Planning
Achieved Mortgage Certified Status

About Charles Boyd

I am a fully qualified financial planner. I have a wealth of experience in the sector and am currently undertaking a chartership in financial planning to demonstrate the highest level of professionalism in the industry.

I strive to build long-term relationships with my clients. Fully understanding clients' needs and goals is essential when providing personalised financial advice – whether that be advice on pensions and retirement, mortgages, protection, inheritance tax planning, or investments.

In my spare time, I enjoy keeping fit and healthy by going to the gym and playing cricket and golf. I currently represent my golf club's scratch team in both league and knockout fixtures. Aside from sport, I enjoy spending quality time with my family and friends, and travelling both in the UK and abroad.

Award Winning Network

Beals Wealth Management are proud to be part of Quilter Financial Planning, an award-winning network celebrated for its outstanding customer service, innovative platforms, and exceptional financial strength.

Recognised for Service

FT Financial Adviser Service Awards 2024 - Five Stars (Platform, Pension, Investments)
Defaqto - Gold Service (Platform, Pension, Investment Bond)
Investment Life & Pensions Moneyfacts Awards 2024 - Best Online Service

Highly Rated Products

Defaqto - 5 Star rating (Platform, Personal, Pension, Drawdown & Onshore Bond)
Defaqto - 5 Diamond rating (WealthSelect, Monthly Income, Cirilium Blend, Cirilium Passive and Creation)
Money Marketing Awards 2024 - Best Retirement Provider

Exceptional Platform

Member of The London Institute of Banking and Finance
Schroders UK Platform Awards 2024 - Platform of the Year
Investment Life & Pensions Moneyfacts Awards 2024 - Best Wrap/Platform
Inheritance Tax Planning, Trusts, Tax Planning, Estate Planning, Will Writing & Powers of Attorney are not regulated by the Financial Conduct Authority.

Tax treatment varies according to individual circumstances and is subject to change.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited. March 2025

Registered office address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, England, PO15 7FN. Registered in England and Wales under reference 08286166
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