Head of Client Relationship Management

Charlotte Procter

Specialism: Supporting the team to deliver excellent customer service

What career advice helped you? 

“Believe you can and you’re halfway there.” – Theodore Roosevelt

What is your finance book recommendation? 

The best book that I’ve read this year is The Psychology of Money by Morgan House

What do you think the future of financial services holds? 

I believe the future of financial services is both exciting and full of opportunities.

In what way? 

We live in a world where creating wealth has become increasingly accessible, yet many people struggle with managing it effectively. This presents a significant opportunity.

What is your superpower as a team leader?

I’m constantly tuning our processes, fostering growth, and making sure everyone is playing at their best, levelling up and staying ahead of the game!

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