Charlotte is a Fellow of the Personal Finance Society and holds the Chartered Financial Planner qualification. She started working in financial services in 1998 and after nearly 20 years in London working as a paraplanner and becoming an operations director, Charlotte decided to relocate to the South West where she joined us as head of client care.
Being part of our senior management team gives her the opportunity to work on what she really enjoys – the strategy and processes behind the scenes to ensure clients receive an excellent service. She oversees our marketing activity and works closely with different stakeholders across the firm to coordinate our activities.
The client experience is at the heart of what Charlotte does. As well as helping her client liaison team to deliver exceptional client service, she enjoys helping them to develop and achieve their own goals, whether that’s to develop within their role to be the best client liaison they can be, to move into a paraplanner position, to become a financial planner, or into another role that would suit them.
A cause Charlotte is passionate about is helping young people with cancer. She set up and runs the Devon network for Shine Cancer Support where she supports people in their 20s, 30s and 40s who have had a cancer diagnosis through meet up groups and personally providing peer support.
Away from her job and volunteering role, Charlotte is a member of the Teign Diving Centre and loves the challenge and tranquillity that diving brings. She also enjoys keeping fit as part of the Mid Devon Cycling Club and has completed the Dartmoor Classic.