Professional, personable and
here to help
Charlotte Rees-Roderick DipFA
Inheritance Tax Planning
Get in touch:
Phone: 07967 097995
Email: [email protected]
I have worked with the St David’s Partnership as a Financial Adviser since 2012, and love being part of the close-knit community that is St David’s. I believe in taking a holistic approach to financial planning, and the aspect of my work I enjoy the most is the opportunity to work closely with clients and form lasting relationships with people in order to help them achieve their long term financial goals.
I have a scientific background, with a research masters in biophysics and honours degree in biology. I have been fortunate to travel around the world through my studies and research, spending time in South Africa, the Indian Himalayas, Germany and Sweden.
I am a firm believer in giving back to the community. I work as an expedition leader with the British Exploring Society, a youth development charity, where I take young people from different backgrounds into the wilderness – most recently on a canoeing expedition in the Canadian Yukon. I also volunteer each week on the ward at my local hospital in Swansea.
I love the great outdoors and have set myself some fun challenges over the years, these have included cycling the length of Vietnam and participating in a ski expedition across glaciers in Svalbard. When at home I like to spend my spare time adventuring in the hills with my adventure dog Aggy, mountain biking, drinking coffee and donning pink tights while trying to relive my youth in ballet class!
Read more about me on my LinkedIn profile
The St David’s Partnership is directly authorised and regulated by the Financial Conduct Authority (FCA), registration number 189117.
Our guidance and advice are subject to the UK regulatory regime and restricted to consumers resident in the UK. The information contained in this website is for general information only and is not financial, investment or tax advice.