Charlotte Disney


01332 982737

At work

This is Charlotte’s second role in financial services, having previously worked at an IFA firm in Ashby. On a day-to-day basis, she ensures our clients’ affairs are looked after effectively, completing client valuation reviews, dealing with incoming and outgoing mail and contacting providers.

At home

In her spare time, Charlotte enjoys being with her family and friends, going out for good food (and a nice gin!), watching movies and going for walks. She also loves visiting new places, especially when they’re by the sea.

Spotlight questions

If I could be any fictional character, I would be:

Santa Claus (I love Christmas and he only works one night a year!)

The three qualities that draw me to new people are:

Funny, chatty and easy-going

The three small things that make my day better are:

My partner, music and laughing