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Charlotte has been working in the financial planning profession throughout her working life.
Charlotte is passionate about helping clients achieve their desired lifestyles and ambitions, working closely with them over the long term to build a holistic financial plan to provide peace of mind and opportunities throughout their lifetimes.
Andy is a Chartered Financial Planner and a Society of Later Life Advisers (SOLLA) accredited member. His expertise is in providing support and financial guidance at what can be an emotional time for individuals and their families. Dealing with a loved one needing care can be stressful and confusing, and often big decisions must be made at a crisis point.
Andy draws on over 25 years of experience to help people navigate the complexities of the care system and provide the information required to make informed financial decisions.