Charlotte Pearce

With over 20 years experience in Financial Services, I joined Milestone in 2017.

It was a very exciting time to join Milestone. The firm has been growing quickly and it’s a complete breath of fresh air. Everyone is so committed and enthusiastic. It’s great to work with like-minded people in such a professional, yet friendly, environment.

In the office

My main role is the management of finances for the office which include reconciling the remuneration for the advisers and staff payroll.

I also help with the new business process from the start to completion, answering the phones and keeping our client database up-to-date. I am also in charge of organising all our advisers’ which include making appointments and administration packs.

Why I love my job

I love working in this industry and I love all aspects of my job. No two days are the same and it makes working life enjoyable. You get to meet and talk to so many different people.

What I do outside work

Outside of work I like to spend time with my family and friends.

Contact me Email

Check out what our clients have to say

Milestone Financial Planning
5.0/5.0 based on 25 reviews

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We are more than happy with all the help and advise that Michael has given us over the past few years. An absolute joy to deal with. Friendly, efficient, knowledgeable, and honest. We could not wish for a better financial advisor.
Highly recommended!
- Ruby Hattersley
Excellent service. Very friendly and knowledgeable. When a pension company was being very difficult about transferring funds their persistence not only got the transfer done but earned me compensation as well!
- John Rose