Charles Incledon
Client Director
Introducing Charles
Charles Incledon has spent his career in financial services, joining Bowmore in 2018 after early experience with private banks and investment managers. His father, Mark, encouraged him to join the business, initially to connect the dots between the newly established Bowmore Asset Management and Bowmore Financial Planning. Since then, Charles's role has evolved considerably, moving from largely client facing responsibilities to an increasingly strategic one. He now sits on the BWG group board, working closely with Mark, the group's CEO, in shaping the business's strategic direction, while overseeing the organic growth channels that continue to bring new clients to Bowmore. Charles is well placed to articulate what BWG does and the value it adds, and still spends much of his time speaking directly with prospective clients about how Bowmore can help. Last year, BWG grew organically by 19.5%, a clear reflection of the strength of that proposition. As Bowmore looks to the future, Charles continues to take on an increasingly central role at the heart of the business, working closely alongside Mark to guide its continued growth and long-term success.
Tell me more
What do you enjoy most about your job?
Working with a great team on a day-to-day basis. Meeting interesting people from different backgrounds and walks of life. Hearing their stories, understanding what motivates them and in turn actually having something we can offer to add a great deal of value and enhance their situations. Helping people to understand how an investment portfolio is a simple tool that helps them achieve the lifestyle they want to live. Many still underestimate the power of investment and I enjoy opening their eyes to the possibilities.
How do you like to spend your time outside of work?
Cycling, keeping fit, socialising with family and friends, discussing the power of compound growth.
One thing that is guaranteed to make your day better…
Buoyant equity markets.
What made you decide to do the work you’re currently doing?
I completed my first investment qualification while still in school. This gave me my first insight into the “investment world” and I’ve never looked back since.
What is one personal rule that you never break?
Never leave the house without using the bathroom first.
What would your specialist subject be on Mastermind?
Top Gear (the old version with Clarkson, Hammond and May).
Ready to take the next step?
Our first meeting is free of charge and without obligation. A Chartered Financial Planner will listen to your situation and explain exactly how we can help.