Charlotte graduated from Brunel University in 2013 with a BSc(Hons) in Financial Mathematics, keen to use her degree in the industry Charlotte’s first job out of university was in Malta as a technical assistant for offshore financial advice. After moving back to London Charlotte was keen to use her specialist knowledge onshore and joined FLM.
Charlotte is passionate about offering effective financial solutions for her clients and realises the positive impact she can make to an individual and families.
In her spare time Charlotte loves to travel having been to Sri Lanka, Australia, Dubai and Italy of late! She also enjoys going to the theatre and plays for the FLM netball team.
Charlotte joined FLM in 2015, starting off in the Asset Review Team as a Senior Paraplanner and has now worked her way up to become an adviser. She has worked closely with CEO David Allard and Charlotte Ohlson and has gathered a wealth of knowledge in complex areas of financial advice.