Expertise

  • Pension Advice
  • Pension Transfers
  • Investment Planning
  • Protection and Insurance
  • Inheritance Tax Planning
  • Financial Adviser
  • Life Insurance

Summary

Experienced Financial Consultant with a demonstrated history of working within financial services. I work with clients to help to provide them with a comprehensive solution to any financial matter that concerns them the most.

My priority is to provide a tailored and bespoke service to each client. I am passionate about identifying and setting clear objectives to develop a plan, to meet client aspirations. My advice covers all areas of financial planning which includes:

- Retirement Planning
- Wealth Protection
- Savings and Investment planning
- Mortgages


Experience

  • St. James's Place Wealth Management

    Financial Consultant
    - Current
    St. James's Place Wealth Management

Email Charlotte

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