Charlotte is part of the centralised paraplanning team at One Four Nine Group. Having spent over four years in the financial advice industry, Charlotte already has a thorough understanding of the processes involved in helping clients achieve their financial objectives. With her experience and tenacity, she was previously a team leader of a LoA department and has now begun her journey to be a paraplanner.
Creating a positive impact for clients is important for Charlotte, which she does by researching and writing reports for financial planners to use with their clients.
When not working, you’ll find Charlotte running, travelling and attending the theatre.
