The team at Charles-Mayo Financial Advisers has many years’ experience providing practical financial planning advice to people, families and businesses in Norfolk and the surrounding area.
We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients.
This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.
At Charles-Mayo Financial Advisers, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
Phil Mayo
Director
Phil Mayo is originally from London and has worked in the financial services industry since 1996. He previously served in the Royal Navy for 19 years.
His career in financial services started with Friends Provident and then Norwich Union. Phil has been employed in senior managerial roles, training and account management within the life assurance and banking industry.
He is a qualified private client stockbroker and is Level 4 Diploma qualified to provide financial advice. A specialist in Investment and Pension planning. He also advises in the corporate planning market to new and established companies.
Phil is married with two children Tom and Lucie. He is a season ticket holder at Norwich City which he attends regularly with his son. He lives in Bundall Norfolk.
Vicki Charles
Director
Vicki has lived in Norwich Norfolk for most of her life and commenced her career in financial services in the banking sector. After 15 years with Barclays, she became a qualified adviser and joined a well-established Independent Financial Advice (IFA) practice.
She has since had experience working for Barclays Financial Planning, St James’s Place and worked with her own clients within a local IFA practice for many years.
Vicki is level 4 Diploma qualified, together with being a specialist in Investment and Pension planning as well as Mortgage, Equity Release and Lifetime Mortgages.
With 37 years industry experience, Vicki’s aim is to ensure the clients advice journey is enjoyable, breaking down the jargon to provide clear guidance and reassurance whilst building a trusted long-term relationship.
Vicki is keen to provide the right financial advice, knowing it can make a significant difference to an individual’s wealth, allowing the client to feel in control, yet making the decisions together.
Vicki is married with one child and likes to travel and ski with family and friends.
Want to know more?
To find out more or to arrange a meeting with us, please call
01603 364788, or email enquiries@charles-mayo.co.uk