Charlotte Croose

Compliance & Technical

Charlotte joined the team in 2018 and has worked in financial services for more than 12 years. She has extensive experience as a paraplanner and has recently attained Chartered status with the CII. Her role is designed to strengthen governance, mitigate risk and improve business efficiency, ensuring processes are streamlined and compliant while freeing the rest of the team to focus on client outcomes.

In her spare time, Charlotte enjoys making memories with her young daughters and going out with friends for prosecco brunches. To de-stress, she loves to lift weights and take long walks.

Charlotte is also guilty of spending her downtime watching the Real Housewives franchises – or any reality TV for that matter!

Meet the rest of our team

Nikki King

Managing Partner

Ian Larthe de Langladure

Partner & Financial Planner

Steve Pine

Partner & Chartered Financial Planner

Ken Hall

Partner & Chartered Financial Planner

Naomi Keith

Partner & Chartered Financial Planner

Sean Guirey

Partner & Financial Planner

Jack Powell

Chartered Financial Planner

Thomas Dewar

Senior Paraplanner

Kate Gillings

Paraplanner

Sam Cardy

Paraplanner

Chris MacDonald

Paraplanner

Ryan Kent

Paraplanner

Josh Aistrup-Brown

Assistant Paraplanner

Niall Weston

Assistant Paraplanner

Charlie Dashfield

Business Systems Analyst

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