Charlotte Owen
Charlotte Owen
Charlotte is a Chartered Financial Planner with over 20 years’ experience in Financial Services, who joined Grosvenor Consultancy at the beginning of 2018.
Based in our Swindon office, but serving clients across the south and south-west, Charlotte enjoys helping clients meet their goals, particularly in retirement planning where her wealth of knowledge and experience helps clients make the most of their retirement provision and plan for their later years in the most appropriate and tax-efficient way.
In addition to retirement planning, Charlotte provides advice in a broad range of areas including investments, personal and business protection and tax planning.
Charlotte holds the Advanced Diploma for Financial Advisers (DipFA) and is a Chartered Associate of the London Institute of Banking and Finance. As part of her studying, she has successfully completed qualifications in the specialist areas of Long Term Care and Later Life Planning and Pension Transfers, as well as completing a course in Financial Coaching.
Outside of work, Charlotte is married and a mum of 3. She enjoys spending time with her family, country walks with her dogs and getting away to the Dorset coast when time allows.
We were recommended to Charlotte by our accountant. We called Charlotte so we could have a chat and found her to be very clear and straight forward to talk to, so an initial meeting was arranged.
Initial impressions were good and Charlotte explained things in a manner that was clear and easy for us to understand, rather than confusing us with jargon and endless complexity. We engaged Charlotte’s services and after just a few weeks she managed to sort out matters that had been concerning us for some time. The outcome has been a huge relief and we are looking forward to a much clearer and relaxed future regarding our financial position.
After talking to many financial advisers over the telephone and getting very confused with all the terminology it was great to talk to Charlotte, she was patient with me as I asked lots of questions about the areas I did not understand, Charlotte was clear with her explanations and descriptions of what would happen and what the costs would be, a very professional and more importantly non pushy adviser.
Contact Charlotte
If you have a question or need some advice regarding your financial planning then please call Charlotte on 01793 433965 or click the box below.