About us

Working with clients over the long-term to build a collaborative and trusted relationship, embracing technology, to meet their needs and wants.

Joining St. James's Place in July 2018, Charlie has more than 30 years of experience in the financial services profession. He specialises in retirement planning and Inheritance Tax Planning for individuals as well as working with business owners and helping develop their business exit strategies.

At Opa, we are committed to building long-term, highly trusted relationships with our clients, to really understand individual needs and desires so that we can create plans to achieve both their immediate and long-term goals. We also pride ourselves on regular contact and communication with clients including sitting down to review these plans on a regular basis.

Working closely with other professionals such as accountants, solicitors and other financial services specialists to ensure that clients receive the best advice available.

As a result of our strong client focus, we build our business on personal introductions, both from existing clients and from professional connections. We are always pleased when clients recommend us to their friends, family and colleagues.