Charlotte McCrosson

Quality & Excellence Specialist

There is a great cul­ture here, where every­one wants to work togeth­er and help each oth­er out. We want to do things in a mod­ern way which is refresh­ing in the industry!”

01483 80 20 10
[email protected]

Charlotte McCrosson


  • Bachelor of Science Honours Degree in Psychology
  • Diploma in Regulated Financial Planning
  • Certificate in Discretionary Investment Management
  • Certificate in Pension Transfer Advice

About me

I joined Harding Financial in 2018 and spent almost 6 years in the paraplanning team. Moving from the role of Technical Paraplanner to Paraplanning Team Leader, I have been involved in supporting the company's growth and developing client services. As of 2024 I am embarking on a new role within Harding, focusing on the business' continual focus for quality and excellence.

What I love about Harding Financial

The constant evolution and exciting use of technology to enhance our processes. There is a great culture here, where everyone wants to work together and help each other out. We want to do things in a modern way which is refreshing in the industry!

As I look towards the future

I am looking forward to taking on this role and helping the team with lots of exciting projects.

At the weekend you’ll find me

A quiet weekend at home is my favourite way to relax, alongside a few trips to London to see some live classical music.

Want to buy me lunch?

Anything with cheese please!

Contact Us

Get in touch today

Call us, email, drop in, or fill in the form so that one of our expert advisers can be in touch.

We look forward to hearing from you and being your financial partner.

The Estate Yard
East Shalford Lane