Charlotte Smith

Background

About Charlotte Smith

i’m passionate about helping people- and with a family history of financial advisors, it was natural fit for me to choose a career in financial advice i am a people person at heart- so building long term, trusting relationships with my clients is the most important part of the journey. i’m a huge advocate for life insurance and protection, having been through a critical illness myself, i see it from the other side, so know the importance of it all too well. it’s not always a nice topic to discuss, but due to my history, i approach it with compassion, but also an edge of realism which is hugely important. for mortgages, whether you are buying your very first house, remortgaging or releasing funds- i can help. me and my team are with you every step of the way. our aim is to make the process as smooth as we possibly can. there can be turbulence along the way… but we are there to reassure you, and absorb as much of the stress as possible. talking about money and finances doesn’t have to be taboo, it also doesn’t have to be boring! linley black llp 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 the 'st. james's place partnership' and the titles 'partner' and 'partner practice' are marketing terms used to describe st. james's place representatives.