Charlie James-Peers
Financial Planning AdministratorProfessionally
I joined PFM Associates in 2024 having previously worked at J.P. Morgan. I’m currently in the process of completing by Diploma in Financial Planning having passed 4 out of the 6 exams. My role is to support the financial planning team by completing annual review requests and responding to any client enquiries. My aim is to become a chartered financial planner in the future, and I look forward to progressing with this journey at PFM.
Personally
I enjoy keeping active, I swim and lift weights weekly. I’m very close to my family who live locally and enjoy spending time with my 2 younger brothers. I also have a busy social life which gives me a balance in life. I have a particular interest in Japanese Koi Carp and my personal ambition is to have a massive Koi Pond (watch the space!).
Likes
- Spending time with family/friends
- Manchester United
- Sports – Cycling, Swimming & Table Tennis
- Japanese Koi Carp
- Reading – current affairs & autobiographies
Dislikes
- Arrogance (in any form!)
- Reality TV
- Traffic
- Cleaning
- Beer