Profile
Charlotte Emily Willis currently works at J.M.
Glendinning Financial Services Ltd., as Director from 2021, Addidi Wealth Ltd., as Director from 2019, Innovate Financial Services Ltd., as Director from 2019, Lawsco Holdings Ltd., as Director from 2017, and Coll Perkins Ltd., as Director.
Charlotte Emily Willis active positions
| Companies | Position | Start |
|---|---|---|
Addidi Wealth Ltd.
 Addidi Wealth Ltd. Investment ManagersFinance Addidi Wealth Ltd. provides financial and investment services. The company was founded by Anna Sofat in 2006 and is headquartered in Leeds, the United Kingdom. | Director/Board Member | 29/11/2019 |
Lawsco Holdings Ltd.
 Lawsco Holdings Ltd. Financial ConglomeratesFinance Part of The Progeny Group Ltd., Lawsco Holdings Ltd. is an investment holding British company. The company is based in Leeds, UK. Lawsco Holdings was founded in 2008. | Director/Board Member | 01/02/2017 |
J.M. Glendinning Financial Services Ltd.
 J.M. Glendinning Financial Services Ltd. Investment ManagersFinance J.M. Glendinning Financial Services Ltd. engages in the provision of financial advisory services. It offers services for individuals such as wealth management, investment advice, retirement planning, and life and critical illness cover. The company was founded in 1987 and is headquartered in Leeds, the United Kingdom. | Director/Board Member | 19/10/2021 |
Coll Perkins Ltd.
 Coll Perkins Ltd. Investment ManagersFinance Part of The Progeny Group Ltd., Coll Perkins Ltd. is a financial planning firm. The company is based in Fareham, UK. The British company was founded in 2011. Coll Perkins was acquired by The Progeny Group Ltd. on May 31, 2022. | Director/Board Member | - |
Former positions of Charlotte Emily Willis
| Companies | Position | End |
|---|---|---|
Innovate Financial Services Ltd.
 Innovate Financial Services Ltd. Investment ManagersFinance Innovate Financial Services Ltd. provides investment advisory services. It offers wealth management, retirement planning, family protection and estate planning services. The company was founded on February 9, 2008 and is headquartered in Edinburgh, the United Kingdom. | Director/Board Member | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Innovate Financial Services Ltd.
Innovate Financial Services Ltd. Investment ManagersFinance Innovate Financial Services Ltd. provides investment advisory services. It offers wealth management, retirement planning, family protection and estate planning services. The company was founded on February 9, 2008 and is headquartered in Edinburgh, the United Kingdom. | Finance |
Addidi Wealth Ltd.
Addidi Wealth Ltd. Investment ManagersFinance Addidi Wealth Ltd. provides financial and investment services. The company was founded by Anna Sofat in 2006 and is headquartered in Leeds, the United Kingdom. | Finance |
Lawsco Holdings Ltd.
Lawsco Holdings Ltd. Financial ConglomeratesFinance Part of The Progeny Group Ltd., Lawsco Holdings Ltd. is an investment holding British company. The company is based in Leeds, UK. Lawsco Holdings was founded in 2008. | Finance |
J.M. Glendinning Financial Services Ltd.
J.M. Glendinning Financial Services Ltd. Investment ManagersFinance J.M. Glendinning Financial Services Ltd. engages in the provision of financial advisory services. It offers services for individuals such as wealth management, investment advice, retirement planning, and life and critical illness cover. The company was founded in 1987 and is headquartered in Leeds, the United Kingdom. | Finance |
Coll Perkins Ltd.
Coll Perkins Ltd. Investment ManagersFinance Part of The Progeny Group Ltd., Coll Perkins Ltd. is a financial planning firm. The company is based in Fareham, UK. The British company was founded in 2011. Coll Perkins was acquired by The Progeny Group Ltd. on May 31, 2022. | Finance |
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