Charlotte Croose


Charlotte joined the team in 2018 and has worked in financial services for more than 10 years. In her role as a paraplanner, she supports the planners by completing research and gathering information for recommendations and cases. Charlotte also analyses the advice and helps put together reports and implement the agreed solutions.

In her spare time, Charlotte enjoys making memories with her one-year-old 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

Associate Partner & Chartered Financial Planner

Naomi Keith

Associate Partner & Financial Planner

Sean Guirey

Partner & Financial Planner

Jack Powell

Chartered Paraplanner

Izzy Strozewska

Junior Paraplanner

Kate Gillings

Junior Paraplanner

Thomas Dewar


Oli Knibbs

Junior Paraplanner

Jake Barber

Planner Support

Ryan Kent

Planner Support

Josh Aistrup-Brown

Planner Support