Charlotte joined Grosvenor Consultancy at the beginning of 2018, initially as a Paraplanner to Jonathan James and Paul Jackson, and then as a 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 is currently studying towards the Advanced DipFA.
Charlotte has over 19 years’ experience in Financial Services having begun her career working for an IFA as a Paraplanner in 2000, before joining Nationwide in a range of Financial Planning roles.
Outside of work, Charlotte is married and a busy mum of 3. She enjoys spending time with her children, country walks with her dog and growing her own fruit and vegetables on her allotment.
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.