The Life and Times of Charlie James-Peers
How long have you been part of the PFM team?
Since November 2024
What do you enjoy most about working at PFM?
The people are what I enjoy most about working at PFM. Everyone is friendly and supportive, and there’s a real sense of teamwork. It makes coming to work enjoyable because you feel part of a team that helps each other and works well together.
Your go-to drink (coffee, tea, cocktail… or something stronger)?
Rum and Coke
If you could have dinner or a night out with any famous person, who would it be and why?
I would choose Nelson Mandela because I really admire his resilience and leadership. Despite the challenges he faced, he remained focused on forgiveness and bringing people together.
If you had a completely free day tomorrow, how would you spend it?
Go for a walk down the beach and find some courage to go for a sea dip.
What interests you most about working in financial planning?
A lot of people find financial matters confusing or overwhelming, and I find it really rewarding to simplify things and make them easier to understand. By helping people make informed decisions and improve their financial position, you can have a real impact on their lives and help them achieve the lifestyle and goals they want for the future.
Your favourite holiday destination or dream place to visit?
Antigua – St James Club is well worth a visit.
A great local recommendation (restaurant, walk, pub or hidden gem)?
A great local recommendation in Dorset is Urban Reef on Boscombe Beach. They serve fabulous food, and it’s definitely worth a visit if you’re in the area. The location right on the beach makes it a perfect spot to enjoy both the view and a delicious meal.
The best piece of advice you’ve ever received.
Alan Watts: “Life is not a problem to be solved, nor a question to be answered. Life is a mystery to be experienced.”
Something people might be surprised to learn about you?
Something people might be surprised to learn about me is that I know quite a lot about Koi fish particularly the Japanese varieties. I’ve spent time learning about the different types and can recognise many of them by their Japanese names. I could probably even have a basic conversation with someone from Japan about koi carp using the Japanese terminology, which people usually find quite surprising.
Author: PFM Associates