“I find it very fulfilling getting to know individuals, discovering everything about them and helping them to make sure that their future is everything that they dreamed it was going to be.”
- Locations
- Birmingham
Charlotte brings a well-deserved reputation for being approachable and efficient to the task of managing the investment portfolios of private clients, ensuring that they are structured to meet their financial objectives.
As an Affiliate Member of Resolution, Charlotte is a family law specialist, providing investment advice and managing the funds of clients going through relationship breakdowns. She also works with Court of Protection deputies to manage the medical compensations received by their clients. Charlotte has been a driving force in increasing Brewin Dolphin’s offering in both these specialist areas over recent years.
Charlotte first joined Brewin Dolphin in 2001 as an assistant to an investment manager. Now a Chartered Fellow of the Chartered Institute for Securities & Investment, she is based at Brewin Dolphin’s Birmingham office.