Charlotte Whiteley

Charlotte Whiteley – Director, Allard Whiteley Associates 

Charlotte has been working within this industry since 2013 originally working offshore in expat financial advice eventually ending up in London as a paraplanner she moved across to the advice side of her previous company working with the CEO’s clients from 2017. Since then she has built up her client base specialising in retirement planning with a particular interest in female financial planning to ensure women have access to quality financial advice throughout their lifetime.