Charlotte is a Mortgage Adviser and financial administrator who works with the investment and financial planning team. She joined SWLaw in July 2014 having previously completed her 4 A Levels. Charlotte has now gained the CII Certificate in Mortgage Advice and is hoping to continue with the studies to further her knowledge in Mortgages and finance.
Charlotte is the central point of contact for the financial practice, answering client queries and liaising with product providers. She also drafts technical financial reports for clients and undertakes the administration of these. She can also provide help and guidance from initial research to completion of mortgages and refinancing.
Charlotte is a key team player working alongside the other members of both the legal and financial practise to provide a professional experience. Charlotte enjoys planning and organising events so we are able to utilise her abilities in creating and implementing marketing and social events.
Despite good A Level grades, Charlotte was uncertain which career path she wanted to take, so instead of taking up the university offers she received, she opted to undertake and pass a Business Administration Apprenticeship with us before continuing her career development by gaining financial planning qualifications.
Charlotte lives in Bovey Tracey which is close to both Haytor and the beach where she likes walking with her dog. She enjoys contemporary dance but since finishing school she hasn't had as many opportunities to continue so enjoys watching professional dance and musical theatre performances instead.