Charlotte Hunter

She has a BA (Hons) in Business Administration from the University of Central Lancashire and is a qualified member of the Society of Trust and Estate Practitioners, the global professional association for those who specialise in family inheritance and succession planning.

Charlotte is the main point of contact for a number of key clients and has developed close working relationships with them and their advisers.

Her duties include managing accounting transactions, drafting and reviewing agreements, liaising with clients and intermediaries, preparing statutory documents, performing annual file reviews and ensuring high levels of service standards while complying with the relevant regulations and legislation.