Charlotte is a Fellow of the Personal Finance Society and holds the Chartered Financial Planner qualification.
Charlotte’s focus is on the client experience and ensuring that they receive an excellent service. She manages the client liaison team who are key in delivering exceptional client service. Charlotte started her career in financial services in 1996 including 17 years in London working her way up through Head of Paraplanning to Operations Director before relocating to the South West in 2017.
She oversees the marketing for Francis Clark Financial Planning, working closely with our internal marketing team and external agencies. She has worked on projects to rebrand and modernise our literature and create a fresh new website keeping Francis Clark Financial Planning at the forefront of innovation and adapting to an ever-changing marketplace.
In her spare time, Charlotte enjoys walking her dog, cycling, diving and holds the advanced open water and enriched air diving certifications. She is a member of the Mid Devon Cycling Club and the Teign Diving Centre.