Charles Buss
Financial Planner
FCA reference number: CRB01191
With over 11 years' experience working in financial services, I’m passionate about helping my clients achieve their individual goals by providing suitable investment solutions. As a chartered financial planner, I get a real sense of achievement by breaking down complex financial issues and making it easy for my clients to understand and feel confident in their financial position moving forward.
Expertise
Financial planning
Pensions and retirement planning
Investment management
Long-term care planning
Trusts
Protection
Qualifications
Advanced Diploma in Financial Planning
Region and method of advice
Based in Bristol, I offer in-person meetings with clients at our HL office in the centre of Bristol, BS1 5HL. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this catchment.
Approach and experience
After joining Hargreaves Lansdown in 2011, I have gained both the technical knowledge and experience to advise on a wide range of complex cases.
I believe there are three very important aspects to people's lives (family, wealth and health) and being able to make my clients feel reassured and confident about their wealth gives me a real sense of pride. I’m passionate about forming strong relationships with clients built on trust. I aim to ensure all clients receive the highest standard of advice, tailored to their individual needs and objectives.
The financial world is becoming ever more complicated. I believe in taking time to help clients navigate their way through this and aim to simplify complex matters to ensure that a coherent strategy is in place for them to achieve their goals.
"I would like to take this opportunity to let you know that I really enjoyed my consultation with you. Your advice was very clear and easy to follow, so whether I invest with you now or later on down the line, I will be sure to recommend you to friends and family."
Ms Wallace
Personal interests
Outside of work, I enjoy staying active and socialising, whether it's hitting the gym or playing golf. Albeit with a young daughter, I don’t find as much time for these activities as I used to. When I'm winding down, I enjoy spending time with the family, watching football or a good film.