CHARLOTTE WHITELEY

CHARLOTTE WHITELEY

ADVISER

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.

Floors 2 & 3,

Basildon House,

7 Moorgate, 

London,

EC2R 6AF 

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020 7710 3402

customerservice@flmltd.com

© 2020 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.