Charis Curtis – Trainee Paraplanner

November, 5th 2024

Charis Curtis is a Trainee Paraplanner in our Stirling office, with over 7 years of administrative experience in financial services and knowledge of Pensions, Protection and Investment products. Charis strives to provide the best possible customer service for our clients directly, as well as through dealing with client requests, submitting new business and working closely with the financial adviser.

Out of the office, Charis enjoys walking her 2 dogs and running.

Expert insights for you

Grow your financial knowledge

Start the conversation

If you’re ready to talk, we’re here to listen and help you take the next step forward.