The Private Client Podcast

Home to all private client advisers. From Independent Financial Advisers to Family Solicitors, form Tax Advisers to Investment Managers and much more.

Our host Charlie Chami to brings together a fascinating range of professionals, so we can share experiences, provide a better service to our clients and grow our businesses.

This podcast is for informational and discussion purposes only and should not be considered legal, financial, tax or another form of professional advice.

Contributors

Host

Charlie Chami

Charlie has over 17 years financial services experience including 12 years as a Director and Financial Adviser at Glamis IFA and five years at Morgan Stanley where he specialised in Fixed Income, Commercial Real Estate and Asset Management.

In 2016 Charlie co-founded The Private Client Network, a networking group to bring together private client professionals.

Charlie has a BA (honours) degree in Business/Economics and holds the Diploma in Financial Planning, The Certificate in Securities Advice & Dealing and The Certificate in Mortgage Advice. Charles is a member of the Chartered Insurance Institute, the Personal Finance Society, the Society of Mortgage Professionals

https://www.linkedin.com/in/charleschami/

Host

The Private Client Podcast

Contributors

Charlie Chami

Simon Tutton