Saunderson House

Charlotte joined the firm in March 2010 and became a Chartered Financial Planner in 2015.Charlotte is keen to help clients achieve their objectives and enjoy their wealth to the fullest.  Charlotte’s aim is to give clients peace of mind that their financial affairs are being well taken care of so they can focus on their own personal goals.  Charlotte has a particular passion for promoting financial awareness across women and younger people. Outside of the office, Charlotte is a mum to two young girls and loves holidays and trips with friends and family.

Cheryl joined Rathbones in 2022 and has over 11 years’ experience in the industry having previously worked for the multi-family office Stonehage Fleming and LGT Wealth Management. Outside of Financial Planning, she has previous experience working as a Detective in the Metropolitan Police and currently volunteers for the RNLI.

Cheryl holds the both the Chartered Financial Planner designation and Fellow status from the Personal Finance Society. She was a finalist for Financial Planner of the Year - Scotland & NI in the Women in Financial Advice Awards 2024.

Cheryl is passionate about proving a holistic Financial Planning service to a broad spectrum of UK based private clients and families on matters including tax efficient structuring, pension planning, Inheritance Tax mitigation and intergenerational wealth transfer.

Chris has been helping clients for almost two decades, with a particular specialism in partners at PwC and other accountancy and law practices, as well as barristers and other city professionals. Chris has a Masters Degree in Economics from the University of Cambridge, is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He joined Saunderson House (SHL) in 2007 and is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021.

He enjoys that each client is unique, with their own personal goals and wishes, and likes nothing more than working collaboratively to achieve them. He has a particular interest in the use of cash flow modelling to tailor a high-level roadmap for each client, which helps shape the strategy adopted in other areas. This typically includes helping clients decide how their families can be best protected, how to grow their portfolio, when they can afford to retire and how they can live the life they wish. 

Outside of work, Chris is a sports fanatic and enjoys many weekends playing hockey or softball, as well as hitting the ski slopes in winter. He is also a keen cyclist, having completed various multi-day international rides for charity. Chris also spent two summers teaching sports to children in the USA, before starting his financial planning career.