We are delighted to announce that with immediate effect Charlotte Trueman has been promoted to the position of Head of Client Support. Charlotte joined Four Oaks Financial Services in July 2017 and has been an extremely valuable member of our Client Support team.
Charlotte has a law degree and was previously the manager at an insurance company for 13 years. She is studying for her professional finance qualifications in our in-house training academy, with her next examination being on Taxation.
“I have a very personable approach to management,” says Charlotte. “In the role of Head of Client Support I will be using my managerial experience and knowledge to help the whole team to improve their knowledge and learn new skills. This will enable everyone to handle all aspects of the wide variety of work that we undertake in support of the Financial Advisers and our clients.”
It is Charlotte’s intention to become a fully qualified Financial Adviser at some point in the future, and she sees this opportunity to learn all about the administrative and client support-side of financial planning as a tremendous opportunity.
As Head of Client Support, Charlotte has also become a member of our senior management team, and she is also looking forward to learning more about the business aspects of running a successful growing practice that supports our Financial Advisers in Lichfield and the wider area.