About Us
Your Partner In Empowering Your
Financial Future
About Us
“Balancing your money is the key to having enough.”
Avail Financial Planning, located on the Buckinghamshire/Bedfordshire border, is driven by a singular purpose – to help individuals like you take control of their financial futures. With over 10 years of industry experience, our founder Charlotte’s unwavering passion and expertise enable us to provide the best client service. Combining financial knowledge, care, and experience, we believe in making trusted financial planning accessible to all, not just the ‘ultra-wealthy’.
Discover
Avail Financial Planning
The name “Avail” was deliberately chosen, representing our commitment to helping and benefiting our clients by utilising every available resource and opportunity. Our goal is to empower you through education and provide comprehensive, personalised financial plans that align with your unique circumstances.
As your trusted adviser, we always act in your best interests. Our objective is to build long-standing relationships, so that we can leverage our knowledge and experience to deliver tailored financial plans tailored to your needs.
If you’re uncertain where to start, we invite you to join us for a coffee and informal conversation. Together, we can explore how Avail Financial Planning can empower you to take control of your financial well-being, no matter what your financial situation is.
Contact us today and take the first step towards financial security and creating a brighter future.
Meet the Team
Charlotte Walters - Principal
Charlotte, the Practice Principal, has worked in financial services for a considerable period and has over 10 years industry experience in providing face-to-face advice to individuals, businesses and professionals. Having achieved a level 6 Advanced Diploma, Charlotte is a Chartered Associate of the London Institute of Banking and Finance - choosing to pursue this path to add an extra layer of depth and understanding when looking at clients' goals-based planning. Charlotte prides herself on educating clients about their financial situation and how to achieve their goals.
Charlotte joined St. James's Place in June 2018 and has since transitioned to the Principal of her own Practice in 2022. Charlotte is excited to grow the business and looks forward to training and developing her staff internally.
‘It is important to me that my clients feel comfortable and valued’, says Charlotte, ‘and I consider it important to ensure that my professional advice is easily understood by all. With great understanding comes the creation of great things.’
She continued with ‘the most enjoyable aspect of my role is the people I meet and the relationships I can build, especially those that are long-standing.’
Outside of work, Charlotte mostly enjoys spending time with family and friends, travelling and keeping fit and healthy!
Clair Turnbull - Personal Assistant
Clair is the Practice PA at Avail Financial Planning and works closely alongside Charlotte. Having worked in a Banking & Finance background for 20 years, Clair is committed to the day-to-day smooth running of the business.
Her role at the Practice combines her excellent people skills and Financial Services knowledge to achieve the best client focused outcomes. Clients can contact Clair with any process or general administrative questions they may have.
Outside of work, Clair enjoys catching up with her friends and family, and most of all taking their beloved dog on lots of adventures at the weekend.
Mia - Personal Assistant
Mia is Charlotte's Personal Assistant and provides support to Avail Financial planning, her main roles include handling client queries, back-office support and client servicing administration. Mia graduated in 2019 with A Levels (in Business, Law and a Diploma in Financial Studies), thereafter she gained her AAT Certificate in Accounting while gaining practical administrative experience as a Logistics Assistant. In January 2023 she decided to focus her career path to work within the financial sector. Mia received her St. James's Place accreditation and whilst working alongside Avail Financial Planning, she continues to study with the end goal of achieving her RO1 accreditation in Financial Services, regulation, and ethics. Mia is keen to not only excel within her role but continue her learning to gain invaluable knowledge and experience.
Outside of work Mia enjoys seeing family and friends, staying active, and winding down with a book in her hand.
