T: 01420 83517
Charlyn is part of our Financial Planning team, where she is responsible for the production of clients’ investment reports.
Charlyn joined us in 2018 and this is her first position in the industry.
After graduating from the University of Sheffield, Charlyn worked in a variety of different industries, including education and healthcare equipment. Charlyn joined us in 2018 to focus on a career in financial services and has now successfully completed her Certificate in Financial Planning and is now working towards a Diploma in Regulated Financial Planning.
Having grown up in Berlin, she is also a native speaker in German.
BSc (Hons) in Theoretical Physics
Certificate in Financial Planning