Charlotte brings more than 13 years’ industry experience to her role as the Head of Compliance at Oakglen Wealth – Jersey, having previously worked at Canaccord Genuity (formerly Collins Stewart). She has a background in compliance, client due diligence and client services. Charlotte is also a professional member of the International Compliance Association (ICA), holding the ICA International Diploma in Governance, Risk and Compliance and the ICA Advanced certificate in Compliance.

Industry Recognition

WINNER

• Governance Excellence Award
  The Compliance Awards 2026