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Glover Wealth
Advisory

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Glover Wealth
Advisory

Glover Wealth AdvisoryGlover Wealth AdvisoryGlover Wealth Advisory
Home
Menu
  • Why Choose Glover Wealth?
  • Services
  • Market Updates & Articles
  • About Me
  • Referral Scheme
  • PDF Guides
  • Useful Resources
  • Company Brochure
More
  • Home
  • Menu
    • Why Choose Glover Wealth?
    • Services
    • Market Updates & Articles
    • About Me
    • Referral Scheme
    • PDF Guides
    • Useful Resources
    • Company Brochure
  • Home
  • Menu
    • Why Choose Glover Wealth?
    • Services
    • Market Updates & Articles
    • About Me
    • Referral Scheme
    • PDF Guides
    • Useful Resources
    • Company Brochure



Independent, modern, digital, regulated 


Financial advice available wherever you are in the world

Why Choose Glover Wealth Advisory?

Transparency and patience


My clients deserve complete transparency from me, so my job is to listen patiently, take the time to understand the complexities of their situation, then provide them with a full and honest assessment, enabling them to make the best informed decision they can.

Personalisation

Your individual needs are unique, so the financial advice and wealth management you receive should be too. You won't just receive the same old off-the-shelf solutions from me.

Experience

I have over 10 years' experience in wealth management and financial advice. In addition, I have over 1,000 hours of FINMA- and FCA-approved study time across 10 different qualifications, some of which you will see listed below. These are all MIFID II compliance and are UK RQF Level 3 & 4, or EU (and Switzerland) RQF Level 4 & 5. 

Modern and considered advice

Considered advice delivered calmly and clearly via vibrant and digitalised solutions. No need for time-consuming paperwork and hassle. Interactive PDFs, digital signatures and up to date technology. 

Breadth of solutions

A vast range of domestic and international solutions available to match the needs of transient expats, with some of the world's best platforms, pensions and trustees, private banking, private markets, investment funds, discretionary fund managers, structured investments, alternative investments, property, insurance and life assurance.

Global access

I can offer investment and pension advice and wealth management services across Switzerland, the EU, United Kingdom, USA, the Middle East, South Africa and Mauritius.

Interactive Wealth Centre

All of your documents in one secure place, with simple onboarding and profile set up, for sharing key details quickly. Upload, view and access reports whenever you need them. Advanced data security for safety and confidentially. Digital approvals: review and sign documents online with full transparency. Instantly see your assets, liabilities, and overall net worth. Accessible anywhere and on any device, whenever it suits you. 

Regulation and compliance

I am both FINMA- and FIDLEG-regulated. In addition, my qualifications are FCA-approved and MiFID II/ESMA-compliant. Beyond this, there is compliance and outstanding administrative support across numerous jurisdictions.

One adviser, one point of contact - dedicated advice

Above all, working with me means having a single wealth management point of contact and never being passed from adviser to adviser. We build a connection and an understanding and that remains unchanged.

Qualifications

Charted Institute for Securities & Investments - International Certificate in Wealth & Investment Management

Proof of entry to Swiss Client Adviser Register - FinSA

Chartered Institute of Insurance - Diploma in Insurance

Chartered Institute of Insurance - Diploma in Insurance

Request personalised Wealth Management today

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Copyright © 2025 gloverwealthadvisory.com - All Rights Reserved.


Charles Glover FINMA register no. F01502136


Glover Wealth Advisory is a Partner Practice of Forest Wealth for the purpose of advising on the company’s wealth management products and services. Forest Wealth is regulated in Switzerland, Mauritius, and South Africa, with recognised regulatory relationships in the UAE, the United Kingdom, Europe, and the United States. Service availability may vary by location. 


Affiliation with Ombudsman’s Office 

Glover Wealth Advisory is a member of Financial Services Ombudsman (FINSOM). FINSOM is an ombudsman's office according to the Swiss Financial Services Act and has been licensed by the Swiss Federal Department of Finance. FINSOM is domiciled at Avenue de la Gare 66, 1920 Martigny,
Switzerland and can be contacted at there or by phone on 027 552 0424.

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