Charlie

Charlie spent 3 years in America where he graduated with a degree in Business Marketing, Charlie joined the team at McMillan Financial Advice in late 2021 as a Business Processing Executive. Charlie works in the decumulation sector of the business ensuring clients are able to receive any money out queries efficiently.
Outside of work, Charlie enjoys playing football, he is also an avid football and NFL fan, Supporting Brighton and Hove Albion and Miami Dolphins.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
*This is a Lifetime Mortgage. To understand the features and risks associated with this type of mortgage, please ask for a personalised illustration.
