About

Charlotte joined Baccata in February 2025 with 7 years experience in the finance industry. The first 5 years were spent at a publicly listed company in the private client services department where she learnt how to provide excellent service to a varied portfolio of complex family structures and high net worth clients, whilst also working for the private family office. The next 2 years she gained further experience at a start up fiduciary company in a local law firm in the corporate department, working closely with the corporate lawyers.

Personal:

A lifetime hobby for me is dancing, starting at the age of 4 and continuing my passion throughout university as tap dance captain and vice president of the dance society. Currently I attend and teach classes at my local dance school in my evenings after work.