Charlotte Wheeler - DipPFS is a Financial Planner and Coach at Evelyn Partners since August 2022. Previously, Charlotte worked as a People Strategy Officer at Hargreaves Lansdown and as an Associate at PwC. Charlotte also has experience in hospitality and customer service roles, with positions at York Racecourse Hospitality, National Trust, Costa Coffee, and MINDS EYE NEW MEDIA LIMITED. Charlotte holds a Bachelor's degree from the University of York.
April 1, 2024 - present
August, 2022