Welcome to our new Team Member Focus.
This week we’d like to introduce you to Charlotte. Charlotte joined us as Marketing & Diary Manager in the Summer of 2015, bringing a skill set that we needed to help complete the jigsaw.
She has blossomed in her role as Diary Manager which sees her make primary contact with new clients, liaising with our existing clients and the advisers, researchers, admin and the review team.
Charlotte also heads up our marketing team, organising our advertising schedule, updating our website and social media pages and running all of our events including regional workshops, client appreciation events and internal team events, all with an accommodating and calm maturity for an important role within our company.
Like the rest of our team, Charlotte is integral to providing the first class, award winning service that we strive for here at Hartey Wealth Management.