Pam provides full time support to Simon as PA and providing full administrative support for the Practice.
Pam started her financial services career with Legal & General back in 1997 and has worked in the financial services industry for over 20 years working for both Financial Providers and various Independent Financial Advisers during that time. She has achieved cert PFS qualification with the CII and continues to study and has brought a wealth of knowledge to the team.
Specialising in marketing and communications for over fifteen years, Charlotte has worked closely with a number of businesses from FTSE listed companies through to start-ups. Charlotte most recently managed communications for one of the UK’s largest law firms and prior to that was head of communications for a FTSE 350 technology and services company. Before that, she worked agency-side for 5 years, managing clients across the financial services industry.
Charlotte is currently working on a broader marketing strategy for the Practice, which includes our client servicing schedule, advertising, marketing materials and editing our website. Charlotte also organises client and team events and follows up with clients after our seminars. Charlotte oversees our investor mailings, quarterly newsletter and annual client meetings.