Charlotte joined the financial planning team at James Hambro & Partners in 2018. She began work in the financial services industry after obtaining a combined honours degree in Mathematics and Spanish from the University of Exeter in 2013. Charlotte has completed the CII Diploma in Regulated Financial Planning and is a member of the Chartered Institute for Securities and Investment. She is working towards the CII Advanced Diploma in Financial Planning and achieving Chartered Financial Planner status.
In her spare time Charlotte enjoys travelling, exploring London’s food venues, and attending the theatre.