Charlotte Whiteley

Charlotte has been working within this industry since 2013 originally working offshore in expat financial advice eventually ending up in London as a paraplanner she moved across to the advice side of her previous company working with the CEO's clients from 2017. Since then she has built up her client base specialising in retirement planning with HNW individuals. In her spare time Charlotte recently qualified as a PT and loves working out at the gym as well as travelling the globe. Outside of work you can find Charlotte at the gym, where she recently qualified as a personal trainer. Motivating clients with financial and fitness goals! She loves attending the rugby at Twickenham and travelling, both of which she is hoping to get back to in post Covid times! The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 03/07/2024