Charlie Harnett — Financial Adviser 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
- Tax Planning
- Investment Management
- Inheritance Tax Planning
- Pension Planning
Qualifications
Diploma in Regulated Financial Planning (CII)
Regulation
Charlie Harnett is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Charlie Harnett an FCA-regulated financial adviser?
Yes. Charlie Harnett is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Charlie Harnett offer?
Charlie Harnett offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Charlie Harnett?
Fees vary depending on the service, the complexity of your situation and the assets involved. Charlie Harnett will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial adviser?
Charlie Harnett is an independent financial adviser, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Charlie Harnett?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Charlie Harnett directly through the contact form.
Does Charlie Harnett work with clients outside Leicester?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Charlie Harnett is based in Leicester but you can confirm preferred meeting locations and video options when you book your initial call.