Charlotte joined as an adviser at MHA Caves Wealth in 2023 having spent over 20 years working in various capacities at independent financial advisory firms.
Charlotte focuses on providing bespoke financial advice to her clients, including individuals, businesses, charities and trusts. This covers all aspects of advice, including retirement planning, investment planning, protection, pension analysis, estate planning and cashflow planning.
Charlotte is a Fellow of the Personal Finance Society, the highest designation awarded by the PFS. Completion of the Fellowship programme shows that Charlotte has attained and maintained the most prestigious level of professional financial planning achievement.
Charlotte is also an Affiliate member of the Society of Trust and Estate Practitioners (STEP), the leading body in the multi-disciplinary field of Trust and Estate work.