Charlotte Evrard Apfs Mfinplan (UK AUS)

Charlotte Evrard APFS (UK) MFinPlan (AUS) currently serves as Pension Transfer Manager and Chartered UK and International Pension Transfer Specialist / Financial Planner at bdhSterling since March 2018. Prior experience includes roles as Chartered Paraplanner at The Legal Brokerage Ltd from July 2016 to March 2018, Trainee Adviser / Paraplanner at Compass Wealth Management Consultants Ltd from September 2014 to June 2016, and IHT Trust Administrator at WAY Investment Services from October 2013 to September 2014. Charlotte began a career in financial services as a Senior Administrator / Paraplanner at Compass Wealth Management Consultants Ltd from June 2007 to September 2011. Educational qualifications include a Master of Financial Planning from Kaplan Professional, Graduate Diploma in Financial Services, and Diploma of Financial Planning from Monarch Institute, along with multiple courses from The Chartered Insurance Institute and Paragon Training.