0330 038 8939
Based in Winchester
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FCA Regulated
Charlotte and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 April 2025
Charlotte and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Charlotte has not received any client reviews in the past 12 months
Charlotte has not received any reviews in the last 12 months
Charlotte has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 30 June 2023
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Charlotte (based on 3 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 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Charlotte and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 April 2025
Charlotte and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Charlotte has not received any client reviews in the past 12 months
Charlotte has not received any reviews in the last 12 months
Charlotte has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 30 June 2023
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Charlotte (based on 3 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 3 first impressions)
As Financial Adviser of a Senior Partner Practice of St. James's Place Wealth Management, I am committed to building and sustaining long-term client relationships based on trust, superior service and the quality of my initial and ongoing advice. I offer tailored advice in the below areas and at the point of meeting I complete a full review of your circumstances either face-to-face or via virtual method (Zoom, Microsoft Teams) so that my advice is holistic and provides guidance in all aspects of your financial wellbeing. - Investments & Savings - Retirement Planning - Protection Planning 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 xx/xx/xxxx
£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
Household income
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Clients' level of financial expertise
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