“I love getting to know new people and being able to help them on their financial journey. One of the best conversations I have is telling people that they can afford to spend more!”
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Charlotte provides holistic financial planning advice to individuals, helping them to reach their financial goals, such as achieving financial independence.
She specialises in advising high-net-worth entrepreneurs and business owners on complex matters, including investment planning, pension planning and cash flow modelling, both at an early growth stage and on business exit.
Skilled at adapting to different situations, she also works with family law clients who are going through a relationship breakdown. Tailoring her approach to each individual, Charlotte offers a bespoke level of support, empowering her clients to feel confident in their next step financially.
Charlotte joined the Financial Services industry in 2010. Qualifying in 2014, she also achieved two prestigious examination awards. Joining Brewin Dolphin in 2016, Charlotte has worked in various technical and management roles, with this knowledgebeing indispensable since she started advising clients in 2019. Based at our Manchester office, Charlotte is a Chartered Financial Planner and Fellow of the Personal Finance Society.