Charlotte has been in the financial services industry for over 9 years both as an Independent Financial Adviser and a Paraplanner.
For the past 3 years Charlotte has been working on her PhD in Consumer Psychology, working as a part time Paraplanner, moving back into full time Paraplanning since November 2018.
In her spare time, Charlotte likes to spend time with friends and family, especially her fiancé Matt and their dog Milly.

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