CHARLOTTE WHITELEY

CHARLOTTE WHITELEY

Assistant Adviser

Charlotte has recently transitioned from the Asset Review Team where she was a Senior Paraplanner for two years to the assistant adviser role alongside Charlotte Ohlson. She has completed all of her R0 exams and is starting her chartered exams in April. She graduated in 2013 from Brunel University with a BSc (Hons) in Financial Mathematics. Prior to working at FLM, Charlotte worked in the offshore financial advisory space in Malta.

Outside of work Charlotte enjoys travelling her recent ventures taking her to Bali, Sri Lanka and Australia. She is always organising her next trip! Charlotte also enjoys Crossfit and is a regular at the gym 3 to 4 times a week.

Charlotte is an extremely driven individual with a wealth of technical experience behind her. She prides herself on her strong work ethic and has relished the opportunity to take on a more client facing role.

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0207 710 3402

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