Charles Whitley

Financial Planner, Partner

Charles provides holistic financial planning that addresses each clients’ unique needs and aspirations. He takes the time to listen and understand his clients’ goals, crafting tailored strategies in retirement, tax, and investment management that adapt to changing circumstances. His approach helps clients secure their financial future and maximise their wealth.

With over 15 years of experience in the industry, Charles understands the significance of personalised advice. He joined the Saltus team from Creative Wealth Management, bringing a wealth of knowledge and a commitment to delivering exceptional service. Charles aims to ensure that financial planning evolves alongside clients’ lives, supporting them in achieving their objectives with confidence.

Charles provides holistic financial planning tailored to clients’ unique goals, ensuring strategies evolve alongside their changing circumstances.