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Charlotte is a Senior Investment Manager at Mattioli Woods. She advises clients on all aspects of our Discretionary service, providing reassurance and confidence. She aims to make her professional advice as uncomplicated as possible. Managing diversified portfolios for individuals, families, their pension funds and trusts, Charlotte takes time and care to build a real understanding of their requirements and attitude to risk. This often involves working alongside our pension experts to ensure a fully joined-up approach in the management of a client’s assets. Charlotte is a Chartered Fellow of the Securities Institute with over 15 years in the investment management industry.
