Charlotte has been providing Financial Advice for over 17 years spending many years with HSBC. She made the conscious decision to leave and to become an independent financial adviser able to offer advice specific to each client’s situation.
She has spent the last 5 years working alongside accountants as she feels having added accountancy and tax expertise on hand for when it is needed has proved invaluable.
“Accountants tend to have longstanding, close relationships with their clients and their values align closely to my own”
“I put my clients at the heart of all I do. For me, spending time at the start to really understand someone’s aims and objectives is key to every action we take going forwards. What I enjoy the most is building relationships and becoming someone that my clients trust.”
“I understand that with finance can come fear and worry and I am well placed to provide a guiding hand when it is needed most. I enjoy meeting other family member’s when it is felt that involving everyone together is key, especially in succession planning for future generations.”
Charlotte works within TC Group Financial Planning alongside Taylor Cocks Chartered Accountants providing advice and support to clients of the accountancy practice. She is based in their Sussex office but has clients across Berkshire, Surrey and Hampshire.
Away from work she spends her time at home riding her beloved horse Dolly all over the Surrey Hills and caring for her daughter.