Charlotte is a qualified financial planner who specialises in mortgages and protection and has earned an excellent reputation for providing excellent customer service. In what can be a complicated and confusing sector Charlotte listens to her client’s circumstances and needs while providing valuable advice for their most important financial commitment of their life. She helps an array of clients including first time buyer, home movers, re-mortgagers and those in the buy to let market. As an independent broker Charlotte is not tied to any mortgage provider and can therefore, offer clients a wider choice of options and the best available deals.
Charlotte is DipFA, CeMAP and MIFS qualified who started out working for Stephen L Atwell Independent Financial Advisers eight years ago before joining Vital Financial Planning in 2020. Charlottes takes great satisfaction in helping clients achieve their goals, whether that be their first home, forever home or retiring early.
Outside of work I enjoy being outdoors, walking my dog, climbing local mountains, coaching my local mini rugby team, or camping with friends and family.