Charlotte Rush

Charlotte has been working in the financial services industry since 2016 and has been nominated Financial Adviser of the Year – South East for three consecutive years, twice making it to the finals. With first-hand experience in the world of long-term care, Charlotte understands just how overwhelming the process of choosing the right care can be with so many things to consider including funding.

As a later life planning specialist, Charlotte works closely with clients and their loved ones to help ensure they are better informed about the financial issues of care ensuring finances can meet lifestyle goals. This often includes navigating the world of care fees and state benefits to ensure that loved ones are well looked after now and for the foreseeable future. Charlotte also works closely with the next generation, offering holistic planning advice covering retirement, investment and inheritance tax planning to ensure continued tax efficiency for generations to come.

Burfields House Wealth Management is a local family run practice with a global reach having amassed a wealth of expertise and experience dating back to 1982. Charlotte is happy to meet with clients and their families at a time and place convenient to them (face-to-face, telephone or video).

In her spare time, Charlotte enjoys exploring the Kent countryside with her four-legged friends.

Burfields House Wealth Management Limited is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website.

SJP Approved 28th February 2024

  • Member Since: February 2024
  • Burfields House Wealth Management Limited, Burfields House, The Plain, Goudhurst, Cranbrook, Kent TN17 1AE
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