Charles Edwards Email & Phone Number

Having spent 17 years as a licensed representative in the UK and SE Asia in private banking and working independently, I possess comprehensive knowledge and a problem-solving mentality. I am the Principal of a multi-adviser Senior Partner Practice in Singapore where I provide intricate planning to ensure peace of mind when managing clients' financial affairs. Principled and personable in my approach, I aim to forge long-term relationships with my clients and strategic partners.Much of my career has been spent prioritising client objectives by devising clear methodologies to help achieve these goals, providing confidence in a financially secure future. I take pride in adopting a holistic goals-based approach to investing by delivering a comprehensive range of value-added services; this reinstates confidence and serves as an assurance that objectives have been addressed, prioritised and are reviewed regularly to ensure they remain achievable.Being results-oriented with a forte for developing and implementing strategies, I have consistently delivered results even in the most volatile economic market conditions by utilising various asset classes. I provide a consultative approach with clients when reviewing their portfolios and proactively discuss any changes required due to varying market conditions.This also involves implementing investment strategies for clients who hold existing investment portfolios issued by Utmost, Friends Provident International, Zurich and Generali. I provide a comprehensive review of each structure with options of how to best utilise or unwind with the minimum financial impact. I introduce my clients to a range of investment options all designed to boost investment returns even during periods of global market volatility.Throughout my career where I have worked as an Advisor, Partner, Senior Partner and Principal. I have achieved personal and professional aspirations whilst ensuring clients are satisfied with my service whilst making informed investment decisions.

Listed skills include Investments, Portfolio Management, Retirement Planning, Financial Services, and 21 others.