CHARLOTTE OHLSON

CHARLOTTE OHLSON

ADVISER

Charlotte joined FLM Ltd in 2009. Charlotte’s role began working alongside Dave Allard by providing excellent client service to FLM’s principal clients.

 

Charlotte completed her qualifications in 2014 and has since built up her own client base alongside those she still works on within Dave’s team. As a result, she has a very wide and varied client base.

Charlotte enjoys most sports and ran her first marathon last year. She also plays for the FLM netball team and loves water-skiing. Charlotte likes to travel in her spare time, especially to Italy and is currently trying, but struggling, to learn Italian – the plan is to be fluent by 2018!

Charlotte’s key priority is to build lifelong relationships with clients. Honesty, transparency and trust is key to her relationships with her clients.

Charlotte joined FLM in 2009. Her role began working alongside Dave Allard by providing excellent client service to FLM’s principal clients.

Floors 2 & 3,

Basildon House,

7 Moorgate, 

London,

EC2R 6AF 

020 7710 3402

customerservice@flmltd.com

© 2019 FLM Ltd. 

FLM 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 www.sjp.co.uk/products. The title 'Partner Practice' is the marketing term used to describe St. James's Place representatives. FLM Wealth Management is a trading name of Financial Lifestyle Management Ltd.