Areas of expertise
Financial Wellbeing for employees
Family & Divorce
Charlotte joined Evelyn Partners as a Director in 2021. She now leads business development for Evelyn Partners’ Financial Wellbeing proposition, working with corporate partners to achieve happier, healthier and more productive workforces.
Charlotte also focuses on growing and developing Evelyn Partners’ community of entrepreneurs, spotting opportunities to help founders and business leaders take the next step, in business and in life.
She also drives the relationships with a number of key strategic partners across business, legal and accountancy.
CFA ESG exam
CFA UK Level 4 Certificate in Investment Management (IMC) Unit 1