Hello

I'm Charlotte French Chartered Independent Financial Planner

Charlotte’s been a Financial Advisor for over 20 years, advising both business and personal clients alike.

She spent many years advising under the banner of one of the world’s largest banks and made the move in 2015 to becoming independent in terms of providing advice.

Advising on and seeing clients achieve their objectives’ what drives her, and she’s worked with many of her clients for a number of years acting for not only them both on a business and personal side but also their children and other family members. She enjoys building long term, trusted relationships with those she works with.