Charlie Harnett — Independent Financial Advisor in Leicester
About Charlie Harnett
Charlie Harnett is a Wealth Management Consultant at Mattioli Woods, where he helps individuals, families and business owners make informed financial decisions through clear, practical advice. He believes successful financial planning is about more than numbers - it's about understanding people, listening carefully and giving clients the confidence to make decisions that support their long-term goals. After graduating from the University of Leicester with a degree in Geography, Charlie began his career as a trainee accountant, working towards his ACCA qualification. While the experience gave him a strong grounding in tax, business structures and financial processes, he realised his real passion lay in working directly with people rather than behind the scenes. He joined the Mattioli Woods Financial Adviser Academy and qualified with the Diploma in Regulated Financial Planning (DipPFS), combining technical expertise with a genuinely client-focused approach. Charlie enjoys helping clients navigate retirement planning, investment strategy, inheritance tax planning and tax-efficient savings. Drawing on his accountancy background, he is able to explain complex financial matters in straightforward language, ensuring clients understand not only the recommendations being made but the reasoning behind them. His focus is always on providing transparent advice, exploring every available option and building long-term relationships based on trust. Outside of work, Charlie enjoys travelling and following Wycombe Wanderers across the country. A recent trip to South Africa reinforced his belief that stepping outside your comfort zone often leads to the greatest rewards - a mindset that continues to shape both his personal life and the way he supports his clients.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Inheritance Planning
- Tax Planning
Qualifications
Diploma in Regulated Financial Planning (CII)
Regulation
Charlie Harnett is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Charlie Harnett a regulated financial advisor?
Yes. Charlie Harnett is FCA-verified and authorised under Mattioli Woods, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Charlie Harnett offer?
Charlie Harnett offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages, Insurance.
Where is Charlie Harnett based?
Charlie Harnett is an independent financial advisor based in Leicester, serving the E, EC, N, NW, SE, SW, W, WC postal areas.
Does Charlie Harnett offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Charlie Harnett directly through their Trusted Advisor profile.
What qualifications does Charlie Harnett hold?
Diploma in Regulated Financial Planning (CII)
How do I book a meeting with Charlie Harnett?
You can book a free initial consultation with Charlie Harnett directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.