Charlotte Platts
About Charlotte Platts
Charlotte Platts serves as the Director of Financial Planning at Nationwide Building Society, a position she has held since 2021. She has extensive experience in the financial sector, having previously worked in senior roles at Santander UK and HSBC Private Bank.
Work at Nationwide Building Society
Charlotte Platts has served as the Director of Financial Planning at Nationwide Building Society since 2021. In this role, she oversees financial planning strategies and initiatives, contributing to the organization's overall financial health and customer service objectives. Her tenure at Nationwide Building Society has spanned three years, during which she has focused on enhancing financial planning processes and aligning them with the institution's goals.
Previous Experience at Santander UK
Prior to her current position, Charlotte Platts worked at Santander UK as Director and Head of Wealth from 2018 to 2021. In this capacity, she managed wealth management services and strategies, ensuring that clients received tailored financial solutions. Before this role, she served as Managing Director and Head of Private Banking at Santander UK from 2016 to 2018, where she led private banking operations and client relationships.
Experience at HSBC Private Bank
Charlotte Platts held the position of Managing Director at HSBC Private Bank from 2005 to 2016. During her eleven-year tenure, she was responsible for overseeing various aspects of private banking services, including client management and financial advisory. Her extensive experience at HSBC contributed to her expertise in wealth management and financial planning.
Education and Expertise
Charlotte Platts studied Business Studies at Anglia Ruskin University from 1986 to 1989. This educational background provided her with foundational knowledge in business principles, which she has applied throughout her career in financial services. Her expertise encompasses financial planning, wealth management, and private banking.