More about Charlotte
Charlotte is a Branch Director, looking after private individuals, trusts and corporate clients. Charlotte began work in the financial industry in 1997, originally as an independent financial adviser before becoming an investment manager looking after the management of institutional life, pension and hedge funds, before specialising in private clients. She is a Chartered Fellow of the Chartered Institute of Securities & Investment, and a Chartered Wealth Manager. She holds the Financial Planning Certificate, Investment Management Certificate and Securities Institute Diploma. Charlotte is a Trustee for the St Petrocks & Heavitree Parish Lands Charity which offers almshouse accommodation in Exeter, and is also a keen supporter of the local mountain rescue team. She lives just north of Dartmoor with her husband and son, and enjoys the benefits of living in this beautiful area through walking and photography