Alan Charles: A Profile 2

Alan Charles: Independent financial adviser
Alan Charles
APFS ACIB

Career Summary


Oct. 2004 – Present Day:
Director, Charles & Fitch Ltd

Nov. 2003 - Sep. 2004:
Independent Financial Adviser, The Cavanagh Group

Mar. 2001 - Oct. 2003:
Client Manager, Eveleigh & Huckle Independent Financial Advisers

May  1994 - Feb. 2001:
Representative, The Equitable Life Assurance Society

July 1990 - May  1994:
Branch Manager, Bradford & Bingley Building Society

July 1985 - July 1990:
Junior Account Executive, Lloyds Bank Private Banking Division

Professional Associations

  • Associate of The Personal Finance Society (APFS)
  • Associate of The Chartered Institute of Bankers (ACIB)