Charlie Chami

Director & Co-founder @Private Client Network

Bristol, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2016 — Present

Director & Co-founder @Private Client Network

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GB

Networking for Private Client Professionals: Solicitors, Financial Advisers, Wealth Managers, Tax Advisers et al.

EDUCATION

2015

Chartered Insurance Institute

Certificate, Securities Advice & Dealing

2001 — 2004

Swansea University / Prifysgol Abertawe

BA (Hons), Business Economics

2014

Chartered Insurance Institute

Certificate in Mortgage Advice

2012

Chartered Insurance Institute

Diploma, Financial Planning

SKILLS

Financial ServicesPortfolio ManagementLoansInvestment ManagementInvestmentsFinanceIndependent Financial AdviceWealth ManagementAsset ManagementCmbsRisk ManagementEquitiesStructured FinanceFixed IncomeOptionsFinancial AdvisoryManagementInvestor RelationsCommercial MortgagesAsset ManagmentReal Estate

ABOUT CHARLIE CHAMI

You know how money can be daunting or confusing?Well, I can help with that. I can help you take control of your personal finances, savings and pensions, everything really, I make it less daunting and I help people put a plan in place for their future.If that sounds good, feel free to get in touch.

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Charlie Chami — Director & Co-founder at Private Client Network in Bristol, GB | Unifers