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. Most importantly I believe that good quality financial planning advice should be available to everybody, no matter what their 'Wealth' status is. No minimum or maximum requirements.

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

It is important to review your circumstances regulalry to ensure that you don't lose track of those old employer pensions and most importantly to make sure that protection plan is kept up to date!

Check out my blog: https://fashionablefinance.co.uk/


Experience

  • St. James's Place Wealth Management

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

Qualifications

DipFA - Level 4 Diploma in Financial Advice

CeMAP - Level 3 Certificate in Mortgage Advice and Practice

 


Email Charlotte

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