Charlotte Owen

Charlotte Owen

Independent Financial Adviser & Paraplanner

About Charlotte

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.

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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.

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