Charles Purves

Charles Purves

Investment Director
Cheltenham office

About me

I’m an Investment Director and manage portfolios predominately for private clients, family trusts and charities, on both a discretionary and advisory basis.

Specialisation

Portfolio Management

Background/Experience

After graduating, I worked for a US stock broking firm based in Canary Wharf, London. I later joined Rensburg Sheppards (now Investec Wealth & Investment) in January 2008, working in Yorkshire and more recently returning to my home town of Cheltenham.

Qualifications

I have a BA Hons. degree in Financial Services & Economics and a Masters in Wealth Management, being a Chartered Member of the Securities Institute (CISI).

My interests

I’m an active downhill mountain biker, and in the summer months I play cricket, golf and also windsurf.

Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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