Charles Smith

Overview

Associate Director and Certified Financial Planner at AES, Charles is focused on one thing: helping high-performing individuals and their families make the smartest possible decisions about their wealth. With six years at AES and a deeply held belief that great financial planning should feel safe and clear rather than complicated, he brings both the technical depth and the human understanding needed to turn complex financial situations into confident, well-structured plans.

Experience

Charles joined AES in 2020 as a Paraplanner before progressing to Senior Associate and then Associate Director. He holds a BA(Hons) in Business Management and Entrepreneurship, completing a dissertation focused on leveraging private equity, venture capital and angel investing for technology start-ups, reflecting an early interest in sophisticated investment thinking. At AES, he works with clients on financial planning, cashflow forecasting, investment management and relationship management, combining rigorous technical qualifications with a communication style that makes complex decisions feel straightforward.

Credentials

Specialisms