Financial Planning
A friendly yet professional approach
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Hello, I'm Charlotte, an Independent Financial Adviser based in Swindon, Wiltshire.
I work for Grosvenor Consultancy Limited. Based in our Swindon office I have clients across the South West of England, Oxfordshire and London.
I take pride in offering a full financial planning service to my clients, specialising in retirement and estate planning.
I look after clients in every life stage - from just starting a family, through to retirement and later years. I offer advice on Protection, Savings, Investments, Retirement Planning and Inheritance Tax Planning.
I hold the Advanced Diploma for Financial Advisers (AdvDipFA) and I'm a Chartered Associate of the London Foundation for Banking and Finance. I am fully qualified to give advice, and have many years' experience, in all of the above areas.
I am authorised to give financial advice by Grosvenor Consultancy Limited, who are regulated and authorised by the Financial Conduct Authority.