0203 544 6810
Based in Aldwych
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2024
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Charlotte and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 26 March 2025
Charlotte and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Charlotte has not received any client reviews in the past 12 months
Charlotte has not received any reviews in the last 12 months
Charlotte has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 27 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Charlotte has not yet added their qualifications to their profile
Qualifications not yet added
Charlotte has not yet added their qualifications to their profile
Transparent Fees
Charlotte has not yet added their fees to their profile
Fees not yet added
Charlotte has not yet added their fees to their profile
11
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Charlotte (based on 11 first impressions)
100% of users who are not yet clients had a positive first experience with Charlotte
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Charlotte (based on 11 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Charlotte and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 26 March 2025
Charlotte and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Charlotte has not received any client reviews in the past 12 months
Charlotte has not received any reviews in the last 12 months
Charlotte has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 27 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Charlotte has not yet added their qualifications to their profile
Qualifications not yet added
Charlotte has not yet added their qualifications to their profile
Transparent Fees
Charlotte has not yet added their fees to their profile
Fees not yet added
Charlotte has not yet added their fees to their profile
11
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Charlotte (based on 11 first impressions)
100% of users who are not yet clients had a positive first experience with Charlotte
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Charlotte (based on 11 first impressions)
Charlotte has recently joined David James Wealth as a Financial Planner. With a background in professional sport, Charlotte became Britain’s first ever Gold Medallist at the 2014 Paralympic Winter Games, as a guide for a visually impaired athlete. As time went on, Charlotte showed an interest in Financial Planning and gained her qualifications through the London Institute of Banking and Finance. Charlotte is passionate about building a trusted relationship with her clients, helping them reach their goals and aspirations for the future. The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an invest.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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