Working For You

Charlotte is a Paraplanner collaborating closely with the Cooper Associates Wealth Management Financial Advisers.

Charlotte works collaboratively with our financial advisers to ensure that their advice is documented in a compliant, personalised way and that their clients’ reports are of an excellent standard.

Charlotte has over a decade of experience working in the financial services industry. Her career started withing Cooper Associates Wealth Management, during which time she gained extensive knowledge of UK pension, investment, protection and inheritance tax planning products before eventually transferring to paraplanning.

Outside of work, Charlotte can be found running around after her two children, on a netball court or trying a new recipe from Instagram (with varying results).