Charlotte joined Advisa first working on a variety of projects, then proceeded to take an exam in Financial Administration and is now a Client Relationship Manager.
Charlotte provides administrative support to Financial Advisers.
With over 20 years experience of working in the hospitality industry, where she was responsible for the overall running of well-established restaurants and fine dining establishments, managing teams of staff, she is extremely organised, motivated and supportive to the team.
She is passionate about meeting the needs of the business, working closely with colleagues to enable them to meet their individual targets and adds spirit to the team dynamics.
Outside of the office Charlotte enjoys riding horses, running and cycling. She is very active and loves socialising.