With over 15 years’ experience in the financial services industry, Charlotte Sleigh provides her clients with holistic, ethical and totally impartial financial advice. As an Independent Financial Advisor, Charlotte is perfectly placed to source the products and services that most suit her clients’ individual needs. An up-to-the-minute view of the entire marketplace, along with her awareness of ever-changing developments within the financial services industry, mean that Charlotte Sleigh can identify the products that really work for her clients’ unique circumstances – safeguarding their investments and maximising their returns.
Charlotte’s success is a reflection of her ability to build trusting relationships, of her professionalism and her hands-on approach.
“What my clients expect of me is an objective, professional and efficient service that is delivered with a personal touch.”
Positive Solutions (Financial Services) Ltd. is authorised and regulated by the Financial Services Authority. The Financial Services Authority does not regulate advice on matters of taxation including inheritance tax planning. Registered as a Limited Company In England And Wales No. 3276760 Registered Office: Positive Solutions (Financial Services) Ltd, Riverside House The Waterfront Newcastle upon Tyne NE15 8NY
The value of investment and pensions can fall as well as rise, you may get back less than you invested
Charlotte specializes in the following areas:
- Pensions Advice
- IHT Planning
- Investment Advice
- Personal Financial Planning
- Corporate Financial Planning
- Life Assurance
- Shareholder Protection
- Critical Illness Cover
- Long-term Care Solutions