Charlotte Lewis-Merry
Vital Financial Planning
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8940
Based in Newport
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2024
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Charlotte is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Charlotte's status
Last checked: 02 May 2025
Charlotte is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Charlotte's status
9
Recent Client Reviews
Charlotte has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Charlotte has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 07 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Charlotte has not yet added their qualifications to their profile
Qualifications not yet added
Charlotte has not yet added their qualifications to their profile
Transparent Fees
Charlotte has not yet added their fees to their profile
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Charlotte has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Charlotte (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Charlotte
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Charlotte (based on 7 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Charlotte is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Charlotte's status
Last checked: 02 May 2025
Charlotte is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Charlotte's status
9
Recent Client Reviews
Charlotte has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Charlotte has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 07 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Charlotte has not yet added their qualifications to their profile
Qualifications not yet added
Charlotte has not yet added their qualifications to their profile
Transparent Fees
Charlotte has not yet added their fees to their profile
Fees not yet added
Charlotte has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Charlotte (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Charlotte
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Charlotte (based on 7 first impressions)
I have been a financial adviser since 2015 having previously worked in retail and hospitality, My particular areas of interest are mortgages and protection. From first time buyers looking to step on to the property ladder to those looking to buy their forever family home and everyone in-between. I also advise on investments and pensions, helping people to build their portfolio. My client base is very diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. I believe the key to being a good adviser is having a reasonable level of technical knowledge but more importantly the ability to listen and connect with what really matters to clients. My spare time tends to revolve around my family. I recognise how fortunate I am and try to give something back to the community which currently means acting as treasurer and trustee of my local Music Festival and coaching Usk RFC Juniors under13's section.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Charlotte's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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