Charlotte Ward FPFS, Certs CII (MP & ER)
Chartered Financial Planner
London office
What attracted you to a career in wealth management?
I embarked on a fulfilling journey into wealth management driven by a commitment to demystify financial services. With over 18 years in the industry, I hold the title of a fully qualified Chartered Financial Planner and am a Fellow of the Personal Financial Society. My passion for simplifying the complexities of financial planning, coupled with a desire to help clients achieve their goals, led me to this dynamic field.
How do you approach your role on a daily basis?
My role as a Chartered Financial Planner centres around providing personalized service. I prioritize understanding client's unique needs and tailoring investment portfolios accordingly. This involves frequent communication and in-person meetings to ensure alignment with client objectives. My commitment is to help you plan for the future, whether it's retirement, reducing inheritance tax, or managing investments, fostering long-term security and peace of mind.
What are your interests outside of work?
Beyond financial planning, I enjoy the outdoors and spending time with my family. I also enjoy keeping up to date with industry developments to enhance my expertise. Personally, maintaining a healthy work-life balance is paramount, allowing me to recharge and bring renewed focus to my clients' financial well-being.