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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!
This Level 4 Diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This unit develops and demonstrates the advanced skills needed for advising on income planning to those in and approaching retirement.
The level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products and the giving of long-term care insurance advice.
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The Aspire Partnership LLP is authorised and regulated by the Financial Conduct Authority – Ref. No. 518833.
Registered in England. Limited Liability Partnership No. OC351804.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk