Financial Planner
Charlotte joined PN in March 2021 following the merger of Clover Wealth Management with the PN team.
Based in the Exeter office, she prepares for clients meetings, takes notes and produces client’s reports. She also completes additional administrative/research tasks as required.
Outside of work
Charlotte spends most of her time with her family and two children. She enjoys gardening and decorating and has recently ventured into a little baking and trying new recipes for family meals.
Talking about money might not be at the top of your agenda, but we can transform your financial journey into something conscious and rewarding. Grab a cuppa for an informal, no obligation chat with one of our experts to see if we could be the right fit for you.
Paradigm Norton Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.
Our FCA Register number is 455083
Registered in England Reg
No 4220937, VAT Reg. No 918550904
