Charlotte Watson

Charlotte transitioned into financial advice during maternity leave and the Covid lockdown, following a decade-long career lecturing in undergraduate Equine Science and postgraduate teacher training. She officially launched her own financial planning business in January 2022. Since then, Charlotte has received national recognition, including winning FT Adviser Rising Star of the Year 2025 and being named Highly Commended Wealth Manager of the Year at the Investment Week Women in Investment Awards 2024. She has also had an article published in FT Adviser examining gender bias when selecting a financial adviser and has provided expert commentary for The Telegraph and Money Marketing. Changing career proved to be one of the best decisions she has made. She draws on the skills and experience gained from her lecturing career, alongside the knowledge acquired through her MSc in Education. Her mission is to make financial advice more accessible, relatable and empowering, particularly for wome