Charlotte Croose

Senior Paraplanner

Charlotte joined the team in 2018 and has worked in financial services for more than 10 years. In her role as a Senior Paraplanner, she supports the planners by completing research, analysing information, helping to put together reports and implementing the agreed solutions. As a Senior Paraplanner Charlotte also helps shape the risk and compliance processes and mentors other members of the support team.

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

Charlotte is 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 & Financial Planner

Sean Guirey

Partner & Financial Planner

Jack Powell

Chartered Paraplanner

Izzy Strozewska

Assistant Paraplanner

Kate Gillings

Paraplanner

Thomas Dewar

Senior Paraplanner

Oli Knibbs

Assistant Paraplanner

Jake Barber

Planner Support

Ryan Kent

Assistant Paraplanner

Josh Aistrup-Brown

Planner Support