Charles is an experienced Financial Planner with extensive UK and South African regulatory experience. Charles McAllister was voted the runner-up in the Top Relationship Manager category of the highly prestigious Intellidex Top Private Banks & Wealth Managers Awards in 2021. Charles has the singular gift of being able to turn complex financial concepts and jargon into comprehensible, tailormade solutions that are both appropriate and relevant to each client’s specific needs. Charles holds the Chartered Financial Analyst (CFA) designation, the Chartered Alternative Investment Analyst (CAIA) designation and is a Certified Financial Planning® Professional.

I have 20 years of experience in estate, tax and investment planning, as well as risk analysis. It’s provided me with an array of skills, which enable me to maximise the potential of each client’s unique financial planning strategy. I’ve been a member of the Financial Planning Institute of Southern Africa (FPI) since 2002, when I qualified as a Certified Financial Planner®.

As a Life Coach through the Centre for Coaching from the Graduate School of Business, I integrate my coaching skills to include financial coaching to clients. I focus on establishing trusted long-term client relationships while developing and reviewing uncomplicated but comprehensive, personalised financial plans. I firmly believe in integrating values with financial planning. By establishing what money means to my clients, I help them to set goals that take those values into account. I’m committed to the highest standards of professionalism, as well as furthering the professional level of financial planners in South Africa by offering mentorship and leadership programmes for trainees.

I am a Certified Financial Planner® and Fiduciary Practitioner of South Africa®.

I have extensive experience in financial planning, fiduciary and tax matters, estate planning, and investment property.

My passion is to help clients understand their needs better and enable them to reach their goals through a logical and meaningful approach using education and mentorship.

I’m an experienced Certified Financial Planner® with extensive South African and offshore wealth planning experience. My passion for financial planning enables me to guide my clients through the full spectrum of their planning needs. We assist our clients in reaching their goals through a detailed strategy process and aim to distil technical financial advice into actionable long-term plans. As an independent advisory firm, we have a broad range of clients with worldwide portfolios.