Charlotte Simm
Latest Review
Peer review:
Charlotte's extensive knowledge and experience, combined with her professional approach, make her a valued and trusted advisor. She inspires confidence in her clients and is a delight to work with.
21 Nov 2025
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Reviews
Peer review:
Charlotte's extensive knowledge and experience, combined with her professional approach, make her a valued and trusted advisor. She inspires confidence in her clients and is a delight to work with.
21 Nov 2025
Peer review:
Charlotte inspires confidence of her clients and I have appreciated the support she has given our mutual clients over the last 10 plus years
20 Nov 2025
Peer review:
It is always a great pleasure to work with Charlotte. Her professionalism and attention to detail are superlative, and her empathy with her clients and charming manner mark her out amongst her peers.
20 Nov 2025
Institutional Client review:
I have always found Charlotte and her team extremely professional and thorough in her approach.
19 Jun 2025
Institutional Client review:
Having worked with Charlotte on private client matters I can honestly say that her work has always been extremely professional and no doubt provided great value to her clients.
18 Jun 2025
Private Client review:
Charlotte is caring, thorough and a most reliable and creative advisor whose quiet understanding and competency has been invaluable amid the loss of family members.
During this time Charlotte has carefully and successfully guided me through, not only the initial creation, but also the subsequent reorganization and reprocessing of several Wills and Power of Attorney documents.
It has been my good fortune to have been a client of Charlotte’s during these life changing years.
18 Jun 2025
Institutional Client review:
I have worked with Charlotte, who represents the professional trustees, on some Family Settlements for a number of years. She and her team are extremely thorough in their work and carries out her responsibilities very professionally. She is very courteous and we collaborate well together and have a long association with Hunters. I very much enjoy our work together.
17 Jun 2025
Institutional Client review:
Charlotte is, throughout her dealings with us, totally professional and provides a first class service on a very timely basis. Charlotte listens very carefully to all questions put to her, and provides a refreshingly concise answer, having taken the time to thoroughly weigh up the factors to be considered.
A delight to work with everytime.
16 Jun 2025
Peer review:
Charlotte is always friendly and professional in her communications and we have an excellent working relationship on mutual clients.
16 Jun 2025
Peer review:
I am delighted to recommend Charlotte both for the excellent care that takes in all she does and for the thoroughness of her approach.
Clare Archer - Penningtons Manches Coopers LLP
17 Jul 2019
Private Client review:
Charlotte is careful, accurate, thoughtful and thorough. She takes care to understand thoroughly the context of what is required and to seek out the best solutions. She has been an enormous help and comfort in setting up and administering my late wife's will.
Tim Callan - n/a
03 Oct 2018
Peer review:
Charlotte takes enormous care with all of her clients.Her attention to detail is outstanding and her sensitivity to family relationships means that clients really feel they have someone who is on their side, paying close attention to their concerns.
Jane Sydenham - Rathbones
25 Sep 2018
Peer review:
Very thorough and competent adviser with excellent client manner.
Mark Harris - Rawlinson & Hunter
25 Sep 2018
Case Studies
Advising on wills, trusts, powers of attorney
Charlotte has over 30 years post-qualification experience, specialising in the field of estate, tax and succession planning for individuals and families.
She has substantial experience of advising in relation to wills, trusts, powers of attorney, probate and estate administration, including complex areas of expertise. She also has considerable experience of providing empathetic advice to support elderly and vulnerable clients, including planning to safeguard against possible future difficulties associated with loss of mental capacity, managing the issues and processes where mental capacity is lacking, and advising attorneys and deputies in relation to their role, powers and duties.
Articles
Awards
Commendations
Winter 2017/18 Top 50 #Powerwomen