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.
Contact us
If you would like to find out more about how we can help you, just get in touch using our online contact form.
ScottLee Financial Planning LLP is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority. ScottLee Financial Planning LLP is entered on the Financial Services Register (www.fca.org.uk/register) under reference number 926004.
Registered Address: St Helen’s House, King Street, Derby, United Kingdom, DE1 3EE. Registered in England & Wales No.: OC431647
The information contained within this website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.
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