Charlotte Dennett Fpfs

Technical Specialist at Wren Sterling

Charlotte Dennett FPFS has accumulated a wealth of experience in the financial services industry through various roles at companies such as Wren Sterling, Towergate Financial Group, The Wilson Organisation, HSBC, Churchills International Consulting, and m2 Financial Limited. Charlotte'sroles included Paraplanner, Account Manager, Financial Planning Manager, Technical Manager, Compliance Supervisor, Operations Manager, Technical & Paraplanning Manager, and Head of Regional Operations.

Charlotte Dennett FPFS graduated with a BA (Hons) in Business and Financial Services from Nottingham Trent University in 2008. Additionally, they obtained several certifications from the Chartered Insurance Institute, including the Advanced Diploma in Financial Planning (APFS) in 2014.

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Previous companies

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Timeline

  • Technical Specialist

    July 1, 2024 - present

  • Head Of Regional Operations

    September, 2022

  • Operations Manager

    June, 2018

  • Technical & Paraplanning Manager

    September, 2014