Crossfield Financial Planning

Partner Practice of St. James's Place Wealth Management


Charlotte Crossfield

As a partner of Crossfield Financial Planning I work closely alongside my husband, Carl Crossfield, in providing paraplanning support. I am diploma qualified and previously I myself started as a financial adviser in 2009, specialising in investment planning and protection planning. That was until I decided to take a career break to look after our youngest son. Since then I have joined Crossfield Financial Planning to make it a family business and to use my knowledge of the industry to provide sound paraplanning support. In my spare time I enjoy being with the family and practising Yoga.