Call 2011 (Middle Temple)
Qualifications MA Oxford University (St Peter’s College), GDL and BPTC (College of Law)
Professional Memberships Commercial Bar Association, Chancery Bar Association
Awards Middle Temple Diplock Scholar
Charlie spent 13 years working in the investment banking industry. He was a director of ABN Amro’s European Equities division and was co-head of risk arbitrage and special situations. His clients included pension funds, institutional investors and hedge funds based in the major financial centres. He was consistently rated a leading specialist in this area in industry/client surveys. At Natexis, the French investment bank, at JP Morgan Chase and initially at Dresdner Kleinwort Benson he was an equity analyst specialising in the Technology and Telecoms Sectors. His research of those sectors brought him into regular contact with the CEOs and CFOs of the major FTSE 100 and Eurofirst 300 sector companies. He typically met and marketed his research to 200-300 fund managers per year in London, Paris, Frankfurt, New York and the Far-East. He regularly presented at industry conferences including to 3000 delegates at the World GSM Congress in Cannes.
His experience in banking and the finance sector generally has given him a particular interest in this area of the law. He has advised and acted for banks, a major London-based hedge fund and a Singapore-based hedge fund. He has experience of and an interest in banking and finance law in areas as diverse as consumer credit act claims, complex financial product mis-selling and financial regulatory law.
During pupillage Charlie was involved in a range of commercial matters in the Court of Appeal, the High Court and the County Courts, with a particular emphasis on company disputes and commercial contract disputes. His recent work and experience includes advising and acting in matters involving:
- Sale of Goods and the Supply of Goods and Services
- Shareholder disputes
- Unjust Enrichment
- Fraudulent and Negligent Misrepresentation
- Consumer Credit
- Agency / vicarious liability
Charlie has a particular interest in cases involving the Mental Capacity Act 2005 and the property and affairs jurisdiction of the Court of Protection. He has presented to a seminar on best interest applications to the Court of Protection and has some expertise on how the court approaches such applications. He is interested in statutory will and statutory gift applications, contested deputyship appointments and, given his background in banking, in cases involving financial abuse.
Charlie has experience of representing landlords, tenants, and management companies in the High Court, County Court and at Tribunals in a wide range of housing work, including:
- Possession claims (as claimant and defendant)
- Disrepair claims
- Service charge disputes
- Leasehold valuation tribunals
Charlie has appeared in the High Court and County Court in corporate insolvency and bankruptcy matters.
During pupillage Charlie was involved in professional negligence claims involving architects, builders and surveyors.
Charlie’s experience includes advising, drafting and litigating in a wide range of property and real estate matters including:
- Conveyancing and registration
- Restrictive covenants and easements
- Customary rights
- Adverse possession
- Boundary disputes,
- Mortgages and charges
- Commercial landlord and tenant matters including renewals, rent reviews, surrender, forfeiture and dilapidations
- Residential landlord and tenant matters
- Leasehold valuation tribunal proceedings
- Professional negligence
Charlie advises and appears on behalf of claimants and defendants across a spectrum of property insurance matters. As well as disputes, Charlie can also advise on policy coverage matters.
During his pupillage, Charlie assisted in a variety of wills, trust and probate matters and gained substantial experience in this area. Since pupillage, he has provided written advice and drafted pleadings in a range of matters in this area. His work has included the following:
- providing written advice on cases challenging the validity of wills;
- advising on the construction of wills;
- drafting letters of claim and statements of case in probate disputes;
- analysing and advising on the content of witness statements and expert reports;
- advisory and contentious work relating to trusts, wills and the administration of estates, including claims under the Inheritance (Provision for Family and Dependants) Act 1975;
- preparing skeleton arguments for a Court of Appeal case in which the effect of late disclosure and application of the principles in Ford v GKR were assessed.
Charlie has a general chancery and commercial practice. His particular specialisms include: commercial / contractual disputes; banking and financial services; wills and probate; real property and trusts; partnership law; and insolvency.
Before becoming a barrister, Charlie spent 13 years working in investment banking. He was a director of ABN Amro’s European equities division. His clients included London and New York based pension funds, institutional investors and hedge funds. Prior to that he worked as an equity analyst covering the technology and telecoms sectors at Natixis, the French investment bank, and JP Morgan Chase.
Charlie grew up in Gloucestershire and was at school in Bristol.
Charlie enjoys running and has completed 15 marathons as well as the Marathon des Sables, a 150 mile race across the Sahara. He also skied 500 miles in a race to the Magnetic North Pole. He enjoys cricket, fishing and coaching the Monmouth under 7s rugby team.