Charlotte joined James Hambro & Partners in 2018 and is part of the financial planning team, supporting Paul Calkin as an Associate Financial Planner.
In 2013, Charlotte obtained a combined honours degree in Mathematics and Spanish from the University of Exeter and has spent the last five years working in the financial services industry.
Charlotte has completed the CII Diploma in Regulated Financial Planning and is a member of the Chartered Institute for Securities and Investment. Charlotte is working towards the CII Advanced Diploma in Financial Planning and achieving Chartered Financial Planner status.
In her spare time she enjoys travelling, exploring London’s food venues, and attending the theatre.