Meet Charlotte Lewis-Merry

After working as a paraplanner for three years, Charlotte received her Diploma in Financial Planning in 2015. Charlotte specialises in mortgage and protection advice. She takes great enjoyment from helping people buy a new home, whether that’s their first home together or new forever home for the family.


All advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You can Click here to view Charlotte’s.

Outside of work

Charlotte enjoys the outdoors, whether that is out on her own on a paddleboard or coaching her local under 9s rugby side. She also loves spending time with friends and family with great food and drink.