Charlotte Wheeler is a Financial Planner and Investment Coach at Bestinvest. Having spent over five years in industry, she has a wide variety of experience meeting and helping clients to achieve their financial goals. As a self-directed platform, Bestinvest offers a wide choice of over 3,700 investments including shares, funds, exchange-traded funds (ETFs) and investment trusts at a lower cost. Bestinvest is owned by wealth management firm Evelyn Partners (previously Tilney Smith & Williamson) and has over 50,000 clients.