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About Charlotte
I am a Chartered Legal Executive within the Private Wealth team in the Guildford office, where I am particularly involved with Trust and Estate administration.
I am passionate about helping clients navigate their own personal estate planning and also through the administrative complexities and difficulties, following the death of a loved one. The nature of my work means I work closely with a wide variety of individuals and my empathetic approach allows me to provide them with the reassurance and support they require throughout the course of the matter.
I have over 10 years of experience working in a law firm, with 8 of those years being in private client. I joined Moore Barlow in 2019 as a paralegal, ultimately becoming a CILEx fellow in 2025. I support and assist clients with a broad range of private client matters.
Outside of work, I enjoy travelling and making as many memories as possible with my family and friends. I am also a keen baker and this certainly keeps everyone in the office happy as well!
Specialisms
- Trust administration and tax reporting
- Probate
- Estate Administration
Accreditations & Memberships
- Chartered Institute of Legal Executives (CILEx)
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