Charlotte Sinclair
Charlotte joined the team at the end of 2019 as a Financial Adviser following completion of her qualifications at the Edinburgh based SJP Financial Adviser Academy.
Charlotte specialises in Cash Flow modelling to enable a forward-looking approach and to carefully analyse any potential shortfalls. Not only does this allow her to consider whether further savings or investments are required to meet objectives, but it also assists when choosing the most tax efficient way to draw an income at retirement. Charlotte enjoys providing an excellent client service to existing clients, in addition to welcoming new clients to Latitude Wealth Management.
Charlotte has found the team supportive and, professional and looks forward to her journey ahead as a member of this Senior Practice.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
