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Charlotte Vanston
Client Services Assistant
"I enjoy client meetings, taking notes and completing the reports. I like seeing how we help clients to achieve both their personal and financial goals."
Charlotte joined PN in March 2021 following the merger of Clover Wealth Management with the PN team.
Based in the Exeter office, she prepares for clients meetings, takes notes and produces client’s reports. She also completes additional administrative/research tasks as required.
Outside of work
Charlotte spends most of her time with her family and two children. She enjoys gardening and decorating and has recently ventured into a little baking and trying new recipes for family meals.
