Charlie Bornor ACSI

Financial Adviser

Charlie prides himself on building strong working relationships with his clients and putting their interests first.

Their goals and aspirations are incredibly important to understand, before developing strategies aimed primarily at building wealth over the medium to long term. Charlie works with busy professionals and families, as well as experienced advisers in Pinnacle to ensure his clients receive the best possible outcomes.

He has specialist knowledge in the following areas:

Tax planning

Retirement planning

Investment planning

Wealth protection

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select, and the value can therefore go down as
well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.