Charlotte Knight
Chartered Financial Planner

Charlotte has been in the industry working for IFAs since 2014, starting as an apprentice, working through to become a fully qualified paraplanner and then moving to advising.
In 2022, after sitting 3 AF exams (and 2 point scoring exams), Charlotte was delighted to achieve Chartered Financial Planner status with the Chartered Insurance Institute.
Outside of work, Charlotte enjoys exercise (Zumba, swimming and personal training) along with visiting the countryside to locate picturesque walks.

24 Victoria Road
Hale
Altrincham WA15 9AD
Work: 0161 929 8838
News & Views
July 10, 2025
Independent News – Summer 2025
Trump’s tariffs, IHT changes, a decade of pension freedoms and a lot more besides.
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