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Principal Adviser & Head of Bookkeeping
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Charlotte joined us in September 2008 after completing her A-levels at Invicta Grammar School. She has always had a love for numbers and successfully passed the AAT qualification in August 2010 and her ACA Chartered qualification in August 2013.
Charlotte quickly built up a significant portfolio of clients and has a broad range of knowledge and skills for new and existing owner managed businesses. She also has been largely involved with some of our niche sectors such as, veterinary practices, financial traders and landlords. Alongside this, she is a specialist in Sage, Xero and R&D. She is keen to work with more businesses in these areas particularly.
She has recently become a Principal Adviser and is looking forward to continuing to build up her own portfolio of clients whilst extending her knowledge even further for new and established owner managed businesses.
In her spare time Charlotte loves to cycle having taken part in the Historic London to Brighton in 2014 and 2015, as well as numerous Heart of Kent Hospice rides. She also successfully organised and raised money in a charity event in memory of her grandfather whilst also completing a gruelling 94 mile journey ride.
She also loves to read and most importantly belly dance with her award winning troupe, Anaconda.
In her spare time Charlotte loves to cycle (taking part in the historic London to Brighton in 2014) and belly dancing in her troupe Anaconda!