Charlie Sadler

Charlie Sadler

After a nine year career in hospitality in Scotland, based mainly in Perthshire and Fife, Charlie moved to Jersey in 2007 and worked for a Global Bank assisting clients from all over the world, with day to day transactions, moving into new client account opening and then on to Relationship Management with a book of 500 clients and Private banking gaining her level four Diploma in Financial Advice along the way.

Charlie then moved on to a Premier Relationship Manager role with HSBC locally, with a book worth around £63 million. She gave holistic financial advice ranging from critical illness, income protection and also investment advice.

With two small children Charlie then took a step back from financial advice worked part time for Marbral Advisory, a Jersey based project management company, then full time for the Chief Ministers office at the States of Jersey before returning to finance and joining Rossborough Financial Services on a full time basis, giving pensions advice in June 2017.

Charlie's qualifications are listed below:

University of Dundee MA (Hons)
CeFA 1,2,3
DipFA

D: 01534 502002