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Charlie Smithson

Intern


Qualification

DipPFS, BSc (Hons), Certificate in Mortgage Advice, Certificate in Discretionary Investment Management

Contact Info

I first joined Bloomfield & Associates in 2023 for a summer break from university, before returning for a placement year as part of my BSc (Hons) Economics degree. After graduating with First Class Honours, I returned as a Trainee Adviser.

I work alongside experienced advisers, continuing to develop my technical knowledge while supporting clients with a wide range of financial planning needs.

During my time with Bloomfield & Associates, I have gained experience across the financial planning process and achieved several qualifications, including the Diploma in Regulated Financial Planning.

Outside of work I enjoy playing tennis as well as watching sport and spending time with family and friends.