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!