Principal Partner Practice of St. James's Place Wealth Management
Charlotte comes from a retail management background after making the decision to move into financial services administration. From retail management she has years of administrative experience, as well as excellent customer support skills.
Within the practice Charlotte has a very wide range of responsibilities and deals with incoming email and phone call client queries, arranging meetings for the advisers, updating client files, preparing meeting documents, liaising with providers and clients, and processing mail.
Out of work Charlotte enjoys a spot of DIY, walking her dog Frankie, and going on long walks and hikes.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.