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Charlotte French

Charlotte French

Financial Planner

Having been a high net worth adviser looking after private clients for HSBC for the past 12 years Charlotte French made the decision to join Menzies as she felt she wanted to offer her clients a much more personal service with solutions tailored to their own individual needs.

Such goals may be in preserving and growing the value of the capital that her clients have, providing for an income or looking to pass their wealth onto the next generation(s).

She finds the building of trust and working together with her clients over many years to be the most rewarding part of her role especially when, through full financial planning, they go on to achieve the goals that they set out together and realise their ambitions.

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