Senior Partner Practice of
St. James's Place Wealth Management
 

Charlotte Chatterton BSc (Hons), Director

Charlotte graduated from University with a degree in Sports Rehabilitation and joined Franklyn Financial Management shortly afterwards in April 2004. Charlotte started as a receptionist for the company and progressed to Personal Assistant and then Office Manager by the end of 2005. Charlotte was lucky enough to join the company when it was relatively small and has worked closely with Andrew and Steve to help to grow the company to where it is today. Charlotte also has a huge part in FFM hosting its very successful annual charity event which has gained momentum over the years and raises fantastic sums of money year on year for the St. James's Place Foundation. Charlotte is extremely proud of FFM and of the whole team and feels privileged to be a part of such a great organisation with close bonds to the staff and clients alike.

Charlotte is married to Andrew and has four step children, two Labradors and a cat, all of whom keep her busy outside of work. Charlotte loves to spend time with the children and has recently got involved with their primary school to help the PE department in their out of school activities. Abersoch is close to Charlotte’s heart and she likes to spend much of her spare time there with her whole family. Charlotte also enjoys socialising with Andrew with their many clients who are also very good friends.

Please note that Charlotte is currently out of the office on Maternity leave. In her absence we ask that you please contact Tristan Gilbody for any Personnel enquiries or Natalie Edmondson regarding Accounts.



Stephen Parratt BA (Hons), Director of Paraplanning

Steve has been employed by Franklyn Financial Management since September 2005 and has known Andrew Chatterton since they were both at university together. In his position as Director of Paraplanning, he provides technical support to Andrew and to the team of advisers. Steve has 25 years experience in financial planning, having gained experience with the CIS, Norwich Union, The Royal Bank of Scotland and Standard Life.

Away from the office, Steve enjoys supporting his favourite football team, Manchester City, spending time with friends and family and he is currently learning to cook. He also likes the occasional trip back to Australia where he spent 12 months before the millennium working and travelling.