Charlotte took the decision to join our team at Stefanie Price Wealth Planning in early 2019 and joined the Practice in March.
Charlotte is an experienced Financial Consultant with many years working in financial services. Her passion is to work with clients to help to provide them with a robust financial plan. She enjoys putting together plans and solutions that tackle clients greatest concerns and objectives.
With over 8 years industry experience of providing face-to-face advice to individuals, families and businesses, Charlotte prides herself on educating clients about their financial situation and how best to achieve their goals. She believes that everybody should have access to good financial advice, and that it shouldn’t be something that’s only available to the wealthy.
The most enjoyable aspect of Charlotte’s role as a Financial Consultant is the people that she gets to meet and the relationships that she is able to develop over time.
Outside of work she mostly enjoys spending time with family and friends and keeping fit and healthy!
Margot joined the team as Stefanie’s PA in the second half of 2017. Her career started as a Production Assistant in the television industry, incorporating all aspects of programme making, from filming and studios, to the administration and co-ordination required to bring programmes neatly together.
More recently, Margot has worked as a medical receptionist and as part of the financial review team at an independent financial firm.
When not working, she enjoys time with family and friends and walks with her dog.
Michelle has recently joined our team in November 2019 and has many years’ experience in administrative roles and duties.
Much of Michelle’s previous experience has been in the medical sector which often required her to deal with highly sensitive and confidential data, this developed her skills in efficiency and time management, which was a vital element in ensuring patients received their care to a high standard and without delay.
Her most recent role was in compliance and risk management with a global standards and certification company.
Outside of work she is a dedicated mother to a son and daughter and enjoys socialising with family and friends.