Independent 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 training as an adviser. She continues to work towards Chartered status and hopes to achieve this qualification within the next 12-18 months.
Outside of work, Charlotte enjoys exercise (Zumba, swimming and personal training) along with visiting the countryside to locate picturesque walks.
24 Victoria Road
Altrincham WA15 9AD
Work: 0161 929 8838