“Managing your own finances can be stressful and confusing. It is rewarding to help clients understand their financial position more clearly and assist them in reaching their goals.”
- Locations
- London, St. James’s
Charlotte is a wealth executive.
Her role involves working closely with wealth advisers and wealth directors to create and implement financial plans for high-net-worth clients.
Charlotte has a particular interest and expertise in pensions, taxation and retirement planning, but helps the team to advise on a variety of client matters including investments, cashflow modelling and financial protection.
Charlotte began her career in financial services in 2017, in RBC Brewin Dolphin’s Marlborough office and went on to complete RBC Brewin Dolphin’s Financial Planning Academy Programme.
In 2022, Charlotte completed the CII Advanced Diploma in Financial Planning, achieved chartered status and moved internally to RBC Brewin Dolphin’s London, St. James’s office.