Charlotte Watson
DipPFS, MSc Certs CII (MP ER)
Whether online or face-to-face, I offer down-to-earth financial advice tailored to families and small businesses. From retirement planning and wealth protection to investments planning I help you tackle the money matters that worry you the most. I offer clear, personalised advice to keep your finances on track and your future secure, in a practical, down to earth and stress-free way.
About
Based on the Norfolk/Cambridgeshire borders, I provide both virtual and in-person consultations to help clients navigate their financial futures with confidence. Our mission is to build long-term relationships, serving as a trusted Partner as your financial needs evolve. Recognised as a highly commended Wealth Manager of the Year, my insights have been featured in publications like the Financial Times Adviser and The Telegraph.
Did you know that only 16% of financial advisers are female, with an average age across advisers of 58? Being a young female financial adviser is a niche in my industry, but a niche that can help you as we work together on your financial plans over the next few decades. I understand the family pressures you may feel being a working mother myself, alongside the pressure of financial jargon being difficult to decipher and align to your own personal situation.
My favourite aspect of advice is demonstrating your personalised cash flow forecasting, to help you visualise and understand your current situation and allow you to take control of your future.
When I am not meeting clients, parenting or creating fun and engaging Instagram content, you’ll find me with my horses!
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More about St. James's Place
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.
