Charlotte Kennedy

Chartered Financial Planner - Rathbones

London, UKJoined August 2026

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Biography

Charlotte is a chartered financial planner at Rathbones, one of the UK’s leading wealth and asset management groups.

She joined the company in March 2010 and five years later became a chartered financial planner.

Charlotte is keen to help clients achieve their objectives and enjoy their wealth to the fullest.

Her aim is to give clients peace of mind that their financial affairs are being well taken care of so they can focus on their own personal goals.

Charlotte has a particular passion for promoting financial awareness across women and younger people.

Declaration of any potential conflicts of interest

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