Charlotte Taylor
Administrator
Professionally
Charlotte helps to maintain strong client relationships and ensure they feel valued, understood, and well looked after.
She works closely with the advisory team, providing day-to-day support to ensure everything runs smoothly. This includes assisting with administrative tasks, preparation for meetings, and supporting post-meeting follow-ups, including report writing.
Alongside her role, Charlotte is currently working towards her Level 4 Diploma in Financial Planning.
Personally
In her spare time, Charlotte enjoys learning Spanish, travelling, and hosting family dinner parties.
Charlotte in the spotlight
The three small things that make my day better are:
A morning workout or walk, an iced matcha, and coming home to my parents.
When the dessert menu arrives, Iām looking for:
Sticky toffee pudding or chocolate cake.
My favourite song to play in the car is:
āTell Himā by Lauryn Hill.
