Senior Partner Practice of St. James's Place Wealth Management
Background: Charlotte studied a 3-year degree in Business Management at Manchester Metropolitan University and after Graduating, went into a Management role before deciding to join the wealth management sector. Charlotte saw there was great potential for her to be able to equip people with the
qualifications and knowledge to make informed decisions on their finances and has since completed the St. James’s Place 6-month academy programme; this has provided her with the qualifications and knowledge to start her wealth management career, joining Victoria Court Wealth Management in June 2017.
Areas of expertise: Investment Planning Personal Protection, Retirement Planning.
Hobbies: Charlotte is an active member of the Rotary Club in Morley, where she supports both international and local charities. In her spare time, she is a keen Horse Rider, and enjoys walking Toby, New Foundland dog.
Interesting Fact: Charlotte can make a pair of shoes from scratch after attending a week-long shoe design course.
Contact Charlotte Arthurs - Wealth Management Consultant
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.
Victoria Court Private Clients is a trading name of Clayton Holmes Naisbitt Ltd. Clayton Holmes Naisbitt Ltd is registered in England and Wales, Number 6010342. Registered Office: 9 Victoria Court, Bank Square, Morley, Leeds, LS27 9SE.