Charlotte joined Craigs Investment Partners in 2012, working in the Whanganui and then the Auckland branch, before returning to Whanganui as an Investment Adviser in January 2015.

Charlotte advises clients in all aspects of equity investments, portfolio management, specialising in Kiwisaver, UK Pension Transfers and our savings products. Charlotte is passionate about working with her clients and advising them on how to reach investment solutions and achieve their financial goals.

Charlotte holds the following qualifications:

• Certificate of Authorisation AFA (2015)
• Bachelor of Science (Psychology), Canterbury University (2008)

She is a member of or accredited with the following organisations:

• NZX Adviser