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      Charles is a Partner in our Transaction Services team. He helps insurers and brokers to change their business models by providing advice across the full spectrum of M&A, as well as assisting PE clients investing into the sector.

      Charles works across the insurance sector, which enables him to provide his clients a multi-faceted view of the market, but also has experience of M&A in the Life insurance market. 

      1. Areas of expertise

        Life Insurance &CF

        M&A

        Financial modelling & IFRS

        Valuations & PE

        Restructuring & Capital Markets

      2. Education & qualification

        MSc Nottingham Business School

        BSc (Hons) University of Bristol

      3. Accreditations

        FCA (Chartered Accountant), Institute of Chartered Accountant in England & Wales