Charlotte joined Alexander Square Partners in 2025, bringing over a decade of experience advising HNW individuals, family offices and privately owned businesses. She works closely with the directors to support the financial operations, as well as providing advice across family and philanthropic areas.
Charlotte began her career in Private Client Tax at KPMG, where she developed her knowledge of complex tax matters including domicile, estate planning and private equity reporting. After a successful secondment to a single family office, she moved to London to support the CEO and Principal with financial oversight, investment monitoring, operational management and strategic projects. Charlotte is a Chartered Accountant/Tax Professional and holds a first-class degree from Exeter University.
Outside of work, Charlotte’s life is equally fast-paced running after two very small children and Peggy the dog!
