Charlotte de Vries

Charlotte joined the financial services industry in 2015, working in an operational capacity to help manage the growth of a boutique Private Client Wealth Management business from one adviser to ten, seeing assets under management increase to over £600m.

As a Director of EXE Capital Management Charlotte ensures the firm has the required operational structure and support to meet the needs of our clients. Alongside this, Charlotte advises clients on their holistic financial planning needs.

Charlotte is an alumni of the Royal Agricultural University, a qualified Financial Planner and member of the Chartered Insurance Institute and Personal Finance Society. Charlotte also holds Certificates in Discretionary Investment Management and Securities Advice and Dealing (CII).