Charlotte Knight

Charlotte is a Chartered Financial Planner with over a decade of experience in the financial services industry. She joined Kellands in 2021 and achieved Chartered Status in 2022 and has focused her expertise on working with high-net-worth individuals, families, and trustees – with a particular specialism in Trust/Estate Planning & overall retirement planning.

Charlotte is experienced in supporting intergenerational wealth transfers and helping clients navigate the evolving tax landscape with clarity and confidence. By building strong, lasting relationships, Charlotte delivers tailored strategies that integrate retirement planning, investment management, and estate preservation — ensuring her clients’ wealth is protected and passed on in line with their wishes.

Outside of work, Charlotte practices Yoga, attends Zumba classes and enjoys hiking/rock climbing.

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