Charlotte Wernham

Operations Manager

Professionally

Charlotte has many years of experience in both the Project and Operational management, she joined the firm in 2023 to look after the day-to-day running of Simple Solutions and the management of the Team. She oversees the implementation of key business projects, driving continuous improvement to meet the firm’s goals and objectives.

Personally

Charlotte loves spending time with her family, mainly walking in the countryside and eating out at nice restaurants.  Charlotte enjoys visiting new places and listening to live music, especially if its outside during the summer time with her husband and close friends.

Simple Solutions Financial Planning is a trading style of Simple Solutions Financial Management Ltd, which is authorised and regulated by the Financial Conduct Authority. You can find Simple Solutions Financial Management Ltd on the FCA register by clicking here. Simple Solutions Financial Management Ltd is registered in England. Company registration number: 06920858. Registered address: The Base, Dallam Lane, Warrington Cheshire WA2 7NG.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.
To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

The Base, Dallam Lane,
Warrington, Cheshire
WA2 7NG

Top