The Team

Charlotte is the new driving force in Leading Financial Solutions and takes over from Richard Short at the beginning of April 2026.
Charlotte qualified as a financial adviser within Leading Financial Solutions in 2020 advising on pensions, investments and retirement solutions, including life cover working alongside Richard Short in wealth planning. She has added to her qualifications and now provides advice on mortgages in addition to her wealth planning. Prior to this, Charlotte held administrative positions for 6 years and worked in financial services for 2.5 years involving head office administration and customer facing roles in a national building society. On joining Leading Financial Solutions in 2017 she supported the business in all aspects of Pension and Investment administration, which she is currently continuing.

Richard has been in financial services for many years and has substantial experience in all areas of financial planning. He has an intimate knowledge of complex pensions and investments enabling him to guide you confidently through all aspects of securing your future with tax efficient solutions.

Richard is retiring at the end of March 2026 having completed 46 years in financial services.