Charlotte Rush
DipPFS
With a wealth of experience in the financial services industry since 2016, Charlotte specialises in Inheritance Tax (IHT) planning and long-term care solutions. She is passionate about helping clients and their families navigate complex financial situations by crafting tailored strategies that minimise tax liabilities and maximise potential for growth.
Charlotte thrives on solving problems and takes pride in delivering clear, effective solutions that align with clients' goals. Her approach is rooted in expert knowledge, attention to detail, and a commitment to providing insightful, personalised advice at every stage of the financial journey.
Charlotte’s dedication to client care and excellence in financial planning is regularly recognised within the industry: she has been rated as a VouchedFor Top Rated Adviser for several years running and nominated multiple times for the Professional Adviser Women in Financial Advice Awards - a testament to her commitment to delivering outstanding results for clients and contributions to the profession.
Whether you are planning for the future, managing long-term care costs, or looking to minimise inheritance tax, Charlotte will help you find the best solution for you and your family. Her approach is simple: listen carefully, think creatively, and deliver results that make a difference.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
