Welcome ‘Friend of the SMBN’, Charlotte Webb, Principle at Castle Green Financial Planning

Charlotte Webb, BSc Hons, DipPFS

I am delighted to officially welcome Charlotte to the SMBN as a ‘Friend’, being a friend of the SMBN means that you benefit from the exposure on-line and in print whilst supporting our quest to make work work as single parents. We appreciate every friend of the SMBN as, with their actions, they demonstrate they support our work and mission, whilst enabling us to support theirs. Here is a little about Charlotte:

‘My journey began 5 years ago after a successful career in the public sector, my vision for Castle Green Financial Planning is to provide ‘financial planning in a world worth living in’ through trusted face to face advice for individuals, business owners and their families both locally and nationally. Based in St Owen’s Street, Hereford the Practice covers all areas of financial planning including pension planning, protection and investment planning. Charlotte is passionate about breaking down the barriers that prevent people from accessing financial advice and believes that financial planning is for everyone. If you have any questions or concerns around your finances the team are happy to have a chat.’

Castle Green Financial Planning is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Website: https://partnership.sjp.co.uk/partner/castlegreenfp

Linkedin Handle: linkedin.com/in/charlottewebbsjp

Joining the SMBN as a friend costs only £2.50 per week and it is designed for women and men who do not identify as single mums but recognise our barriers and help us stand tall and thrive in business and work.

Thank you Charlotte for being a friend. We appreciate you!

%d bloggers like this: