About Charles and Robert

Charles Wood and Robert Lockie are business partners and co-owners of Bloomsbury Wealth.

Robert, an Investment Manager and Branch Principal at Bloomsbury Wealth, works with clients to provide them with the confidence and understanding they need to achieve their personal and financial goals. You can read Robert’s full back story here.

Charles is a Wealth Planning Manager and Branch Principal at Bloomsbury Wealth.

This Blog enables us to increase the number of people we can help and inspire to discuss or think about personal finance issues.

Charles started his financial services career back in 1995, following three years at university reading Economics, and has been providing a wide range of clients with financial planning advice for more than 20 years. You can read his full back story here.

Robert is available to comment on most personal finance topics for print, web, television, and radio. Get in touch here.