Charles Calkin

Partner, Financial Planning Consultant

Charles has been offering financial advice for more than 30 years and holds the Financial Planning Certificate and the Diploma in Regulated Financial Planning from the Chartered Insurance Institute.

A Diploma Member of the Personal Finance Society, he regularly appears in the national media offering insight and expertise on a host of financial planning issues.

Charles was the Chairman and CEO of Calkin Pattinson & Co Ltd, which merged with James Hambro & Partners in 2012.

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+44 (0) 20 3817 3500

Charles Calkin in the news

Watch for taper traps that can leave you paying 60% taxes

A version of this piece first appeared in the Financial Times Most people think that the highest rate you can pay in income tax is 45%. They are wrong. For…

19th April 2021

Our end-of-tax-year tick list

The end of the financial year is looming. There are several jobs many of us may need to consider before midnight on April 5th (in practice 1st April, given the…

29th March 2021

The challenge of funding later-life care

This piece first appeared in the Financial Times Few things cause more strife and anxiety among families than decisions about the provision and funding of later-life care. More than 400,000…

26th March 2021

What couples should know about managing their money

findawealthmanager

10th February 2021

The golden age of healthcare innovation

Market timing and life after lockdown – Q1 report

Watch for taper traps that can leave you paying 60% taxes

The UK’s strange financial year – a taxing problem for Americans

Our end-of-tax-year tick list

Charles Calkin

Charles Calkin in the news

Watch for taper traps that can leave you paying 60% taxes

Our end-of-tax-year tick list

The challenge of funding later-life care

What couples should know about managing their money

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