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.

Email Me