020 3427 3205
Waymark Financial Limited, 34 Lime Street, London, EC3M 7AT
Charlotte’s career in Financial Services started in 2014. She has experience working in both the investment side of the industry as well as the financial planning side. Charlotte is responsible for supporting new clients through the onboarding process as well as existing clients with any client queries. She is also working with Tina and Avril on our client community.
In her spare time Charlotte enjoys playing netball, taking her dog Teddy for long walks and spending time with her family.
Charlotte in the spotlight
My proudest moment working at Waymark Financial was:
I’m proud to work with a team who are so passionate about what they do.
The three things I love most about my job are:
Working with a lovely team, interacting with clients and learning a lot.
The three words my colleagues would use to describe me are:
Friendly, reliable and personable.
On an ideal weekend, you can find me:
Enjoying a nice pub lunch with my husband Harry and son Jude after a long walk in the country with my dog Teddy.
My favourite holiday is:
Somewhere hot, where I can completely switch off and relax.
I turn the radio up when they play:
Jocelyn Brown – Somebody Else’s Guy.
The three people at my dream dinner party would be:
My Grandad, David Attenborough and Kevin Hart
The three small things that make my day better are:
Coming home to a smiling Jude, sun and a nice cold glass of prosecco!