Charlotte has over 20 years’ experience in Financial Services and joined Grosvenor Consultancy at the beginning of 2018. Initially working as a Paraplanner, Charlotte has progressed into the role of Financial Adviser.
Based in our Swindon office, Charlotte enjoys helping clients meet their goals, particularly in retirement planning where Charlotte’s 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 range of areas including investments, personal and business protection and tax planning.
Charlotte holds the Diploma for Financial Advisers (DipFA) and advanced qualifications in pension transfers and later life planning. Charlotte is also a trained Financial Coach, working with clients on developing clear goals, changing habits and overcoming any obstacles in the way of implementing a financial plan.
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.
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.