Tom Birtles

SUPPORT PROFILE

Charlotte Steen

Role: Financial Administrator
Location: Lancaster
Qualifications: R01, R05. Financial Services.

Charlotte helps with…
Supporting our Independent Financial Advisers. She enjoys bringing structure and organisation to complex processes and working with data where attention to detail really matters.

Outside of work…
Charlotte is a big fan of the outdoors. She enjoys camping and winter mountaineering. She also likes to get out every day and walk her dachshunds, Loki and Maverick. When the weather doesn’t suit, she enjoys reading and managed to read 36 books last year. She also goes to the gym and has completed a Hyrox, with the hopes to do another soon.

CHARLOTTE’S CONTACT DETAILS

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