Charlotte Lambeth
Director of Private Clients & Branch Director @Charles Stanley
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WORK HISTORY
Director of Private Clients & Branch Director @Charles Stanley
Exeter, GB
As Director of Private Clients I am a senior Investment Manager running bespoke discretionary portfolios for a variety of clients across the South West and farther afield. Specialties: Private client portfolios, Self Invested Personal Pensions, Charities and Trusts, Ethical investment screening and management.As a Branch Director, I am a member of the Management Team for the branch, involved with setting strategy and targets as well as having responsibility for delivering them. I act as line manager for a successful team of regulated and non-regulated individuals, and have oversight of a desk of Investment Managers.
SKILLS
ABOUT CHARLOTTE LAMBETH
I take the stress out of investing by- Understanding your individual needs & requirements- Creating investment strategies you\'ll understand- Regularly reviewing your situation & constantly monitoring your investments to ensure they continue to meet your risk profile and objectivesI have worked in the finance industry since 1997, originally as an IFA before focussing on investment management of institutional life & pension funds. Since 2004 I have specialised in discretionary investment management. My clients are- private individuals (investment accounts, ISAs, SIPPs)- their IFAs- their other advisers (solicitors, accountants)- trusts- charitiesI work with clients across the South West, and even further afield. I believe in understanding your personal situation, clearly identifying a strategy and ensuring you understand it, and building a relationship of trust for the long term. I am looking to help people wishing to review their existing investments, or those investing for the first time, either directly or via their adviser (IFA, solicitor, accountant). I am happy to discuss your position and consider whether I might be able to help you/your client at no cost, so if you would like an initial discussion please do drop me an email, give me a call or connect with me. When not working, I enjoy getting out and about on Dartmoor and in beautiful Devon, spending time with my family and dancing (badly) to keep fit. IMPORTANT NOTE: Views expressed on this page are the personal opinions of Charlotte Lambeth, not Charles Stanley, and do not constitute investment advice.Specialties: Private client portfolios, Self Invested Personal Pensions, Charities and Trusts.Ethical investment screening and management.
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