Charles Appleby

In his role as Continuous Improvement Manager, Charles is responsible for driving operational excellence, identifying opportunities for process enhancement, and implementing sustainable improvements to maximise efficiency, quality, and client satisfaction within the Wealth Management division. He has a degree in Finance and Investment Management and a CII Level 4 Diploma in Regulated Financial Planning. Due to his passion for food, he previously worked as an assistant chef between the ages of 13-18. Charles is also a real people person who loves scaling businesses.