![Charlotte Jamie Harding](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Ms. Charlotte Falloon is an Investment Adviser at Craigs Investment Partners Ltd. She joined the firm in 2012, working in the Whanganui and then the Auckland branch, before returning to Whanganui as an Investment Adviser in January 2015.
She works closely with her clients to understand their individual needs and help them find tailored investment solutions.
She advises across all areas of equity investments and portfolio management, including KiwiSaver, UK Pension Transfers, and Craigs’ premium services.
She is helping her clients and advising them to achieve their financial goals.
She received her Bachelor of Science in Psychology from Canterbury University in 2008.
| Sociétés | Poste | Début |
|---|---|---|
Craigs Investment Partners Ltd. (Investment Management)
 Craigs Investment Partners Ltd. (Investment Management) Investment ManagersFinance Craigs-IM’s research team uses an in-depth analysis in providing their services to the clients. | Gestionnaire de Portefeuille-Actions | 01/01/2012 |
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| Entreprise privées | 1 |
|---|---|
Craigs Investment Partners Ltd. (Investment Management)
Craigs Investment Partners Ltd. (Investment Management) Investment ManagersFinance Craigs-IM’s research team uses an in-depth analysis in providing their services to the clients. | Finance |
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