Charlotte Carter

Cert CII (MP)

I’m the Mortgage & Protection Adviser here at Kin Lifetime Planning. First and foremost, I love helping people and this role allows me to do just that! I work closely with both new & existing clients, guiding them through some of life’s big milestones, ensuring they are protected along the way!

I’m officially in my Mum era, after welcoming Casper into the world. Outside of work you’ll usually find me out walking with my dog Sylvia, attending a bootcamp or browsing at a local antiques fair with my son & husband in tow!

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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Kin Lifetime Planning is a trading name of Kin Lifetime Planning Limited. Kin Lifetime Planning Limited is registered in England and Wales, Number 13347751. Registered Office: 15 Newland, Lincoln, LN1 1XG.