Charlotte started her career in finance with AIB in 2018 and then joined IPF in November 2021 as an Assistant Financial Advisor. She was promoted to Financial Advisor in December 2022 and has since been promoted to Senior Financial Advisor in December 2024.

Charlotte is a Qualified Financial Advisor and Retirement Planning advisor. She obtained her qualifications through the Institute of Banking and Life Insurance Association Ireland. She holds a Bachelors of Arts (Honours) Degree in Music & Geography from Dublin City University.

Her main goal is to offer her clients expert advice and help them achieve their financial objectives by building tailor-made plans.