Charlotte began a career in Financial Services in 2000 working for an IFA as a Paraplanner. She has since worked for Nationwide Building Society in a number of compliance and sales support roles, before joining Grosvenor Consultancy in 2018. Charlotte holds a Diploma in Financial Advice and is a Paraplanner to Jonathan James and Paul Jackson. Based in our Swindon office, Charlotte researches solutions and prepares recommendations to ensure Jonathan and Paul’s clients receive the best possible advice to meet their financial objectives.
Outside of work, Charlotte is married and a busy mum of 3. She enjoys spending time with her children, gardening and dog walking.