Charlotte Reynolds, Financial Planner at Everlong Wealth, has completed her CII Level 6 Advanced Diploma in Financial Planning, and is now qualified as a Chartered Financial Planner.
Charlotte began her journey in the financial services industry back in 2008, where her commitment and expertise quickly progressed into various roles. Highlights of her career include spending a year with a top New Zealand bank and five years prior to joining Everlong Wealth, working at NFU Mutual in the Financial Services Division.
Since joining Everlong Wealth in 2021, Charlotte has continued to demonstrate her skills and dedication to her clients, ensuring they get the best financial advice and support. Charlotte commented: “I truly believe that what it takes to be a good Financial Planner cannot be learned entirely from a textbook or exam, and that it is more about the hard work put in every single day to understanding my clients and their individual needs through the in-depth conversations and discussions – the part of the job I love the most.”
Paul Hamilton, Managing Director of Everlong Wealth, commented: “Charlotte’s dedication to her work is truly inspiring. Seeing her achieve the title of Chartered Financial Planner whilst taking care of a complex clientele is an outstanding achievement and I am sure Fellowship status will quickly follow. We are proud to have her as part of our team and look forward to seeing her continue to make a positive impact on our clients.
As leading independent financial solution providers, Everlong Wealth provide businesses and private clients across the UK with tailored wealth management services including investment advice, retirement planning, inheritance tax and estate planning and corporate planning.
Contact us to find out more about how we could assist you with our comprehensive private client services.
