Charlotte Walters

Wealth Manager

07508810753

WIBN Groups

Biography

I am an experienced Wealth Manager with a demonstrated history of working within financial services. I work with clients to help to provide them with a comprehensive solution to any financial matter that concerns them the most.

My priority is to provide a tailored and bespoke service to each client. I am passionate about identifying and setting clear objectives to develop a plan, to meet client aspirations. My advice covers all areas of financial planning which includes:

*Retirement planning
*Wealth and family protection
*Savings and investment planning
*Mortgages

My main focus is to build and maintain long term relationships with clients and to provide them with a source of trusted advice as their financial needs evolve throughout their lifetime.