Charlotte Lambeth

Charlotte Lambeth has a diverse work experience in the finance industry. Charlotte began their career at Charteris Treasury Portfolio Managers, where they worked as an Investment Manager, providing financial planning advice and managing portfolios for private clients and institutional funds. Charlotte then joined Barclays Wealth as an Investment Manager, specializing in portfolios for private clients, trusts, and SIPPs. In 2007, Charlotte joined Charles Stanley & Co. Limited, where they held various roles including Investment Manager, Assistant Branch Director, Investment Manager & Assistant Branch Director, and Branch Director & Investment Manager. In these roles, they were responsible for running bespoke discretionary portfolios for clients across the South West and beyond, with a focus on private client portfolios, pensions, charities, and ethical investments. Additionally, Charlotte has served as a Trustee and Vice Chair for the St Petrock & Heavitree Parish Lands Charity, a charitable organization providing accommodation to those in need.

Charlotte Lambeth attended Millfield from 1995 to 1997. Charlotte then pursued professional qualifications from 1998 to 2005, although the specific degree and field of study are not mentioned. In addition to their education, Charlotte obtained several certifications, including the Chartered Wealth Manager from the Chartered Institute for Securities & Investment (CISI), the Financial Planning Certificate from the Chartered Insurance Institute, the Investment Management Certificate from CFA (UKSIP), and the Securities Institute Diploma from the Chartered Institute for Securities & Investment (CISI). However, the months and years of obtaining these certifications are not provided.