CharlotteWatsonFinancialPlanning

Charlotte Watson

DipPFS, MSc Certs CII (MP ER)

I provide virtual or face to face holistic advice, mainly to families and small businesses, helping you with the practical solutions to the financial issues that concern you the most. My advice covers all areas including: retirement planning, wealth protection, savings, and investment planning.

About

Based in Norfolk/ Cambridgeshire borders, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.

I became a financial adviser because I have a passion to help people make sense of their finances. I love building relationships with my clients and their families, to help them plan their financial futures. I am married with a young child, living in rural Cambridgeshire/ Norfolk borders with our horses and dogs. 

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 17/10/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.