Charlotte commenced her career in financial services in 2015 after previous roles in supporting growing businesses in event management and hospitality.
Over the next 8 years Charlotte helped manage the growth of a Private Client Wealth Management business from one adviser to ten, which saw assets under management increase to over £600m.
Charlotte is an alumni of the Royal Agricultural University and a member of the Personal Finance Society. In Charge of Operations, Charlotte ensures that EXE Capital Management has the required operational structure and support to meet the needs of our clients.