Charlotte Knight

Chartered Financial Planner

Email Charlotte Knight

Charlotte has been in the industry working for IFAs since 2014, starting as an apprentice, working through to become a fully qualified paraplanner and then moving to advising.

In 2022, after sitting 3 AF exams (and 2 point scoring exams), Charlotte was delighted to achieve Chartered Financial Planner status with the Chartered Insurance Institute.

Outside of work, Charlotte enjoys exercise (Zumba, swimming and personal training) along with visiting the countryside to locate picturesque walks.

< Meet The Team

24 Victoria Road
Hale
Altrincham WA15 9AD

Work: 0161 929 8838

News & Views

April 15, 2024

Could you be taxed on your children’s savings?

80% of parents are unaware that they could be taxed on their children’s savings. Here’s how the rules work, and how you could mitigate the chance of a tax bill.
Read more