Charlotte Walters on Clubhouse
Bio
Personal & Business Financial Planning Expert with C.10 years advisory experience.
⭐️ Helping normal people have access to valuable financial planning advice.
Specialising in the following financial advice areas:
✏️ Pensions -
Historical and current, offering complimentary reviews to help keep a handle on your retirement planning
✏️ Investments & IHT Planning -
Children’s savings, Tax Efficient Savings, Inheritance Tax Friendly Investments
✏️ Protection -
The base of all financial plans starts with up to date and relevant protection plans. When did you last review yours and check a. you have appropriate cover b. arranged within the correct trust set up
Invited by: Samantha Cameron
Last 10 Records
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| Day | Followers | Gain | % Gain |
|---|---|---|---|
| March 05, 2024 | 54 | 0 | 0.0% |
| March 22, 2023 | 54 | -1 | -1.9% |
| January 31, 2023 | 55 | +2 | +3.8% |
| September 30, 2022 | 53 | +1 | +2.0% |
| May 27, 2022 | 52 | +1 | +2.0% |
| April 19, 2022 | 51 | +1 | +2.0% |
| March 11, 2022 | 50 | +1 | +2.1% |
| January 13, 2022 | 49 | +2 | +4.3% |
| December 06, 2021 | 47 | +1 | +2.2% |
| September 22, 2021 | 46 | +4 | +9.6% |
