Charlotte has over 20 years’ experience in Financial Services and joined Grosvenor Consultancy at the beginning of 2018. Initially working as a Paraplanner to Jonathan James and Paul Jackson, Charlotte has progressed into the role of Financial Adviser. Based in our Swindon office, Charlotte still provides support to Jonathan and Paul through researching solutions and preparing recommendations, and also advises and prepares recommendations for her own clients, ensuring all receive the best possible advice to meet their financial objectives.
Charlotte has held the Diploma for Financial Advisers (DipFA) since 2014 and now also holds 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 busy 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.