Meet Charlotte

Senior Financial Planner

With a business and economics background, Charlotte began working in the tax team before beginning her advising journey in 2010. Charlotte has a very complex broad client base, having taken on some of FLM’s highest net-worth clients from working alongside our former CEO, as well as building her own client base.

Charlotte focuses on long term relationships with clients, built on trust. She provides clarity and information to allow clients to feel financially secure and plan for their financial goals and future. She prides herself in working across many three generation families. Charlotte also heads up FLMs Private Client space, alongside Ed Gascoigne.

Outside of work, Charlotte dedicates her time to her two girls and husband. She also loves playing tennis and travelling to Italy.

Charlotte Ohlson
Book meeting

What Charlotte's clients say...

Charlotte is always on hand to provide expert advice across all our personal financial needs. She has an in depth knowledge which is invaluable, it is the complete service delivered with charm and efficiency. She is now advising other members of our family and I wouldn’t hesitate to recommend her to anyone.

Tim Anderson - Retired Public Relations Consultant

Charlotte has been very proactive in managing almost all of my personal financial matters. It’s been a weight off my mind to know that an expert is looking after my financial affairs when I am too busy with other matters.

Tom Morgan, Managing Director, C-Suite Fundamental, London.

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