Meet the team in 90 seconds – Charlotte Jelly

Introduce yourself

Hi I’m Charlotte, a Client Advisor here at Wilson Partners. After gaining a number of years experience in industry down the road in my hometown High Wycombe, I originally joined the Wilson Partners Maidenhead team in June 2021. A year away was as long as I could go before re-joining the team in March 2023.

Describe your role at Wilson Partners

My role involves supporting clients by producing management accounts, statutory year end accounts and managing VAT returns for a diverse set of clients. I especially enjoy getting to know businesses and watching them grow along their journeys.

Ask one colleague to describe you

“The whole team was beyond excited when Charlotte returned back in March 2023, not only did she hit the ground running, it soon felt like she had never stepped away. Her calm nature has such a positive influence on team members and clients alike. She is someone who is always keen to get stuck into something be it a client’s new system or the social committee which she has recently joined! Charlotte has a great smile and can chat to anyone, which is why she is always quick to build rapport with everyone she meets. ” – Alice Pearce

Favourite drink in and out of the office

Anyone who knows me, knows I love a good cocktail! In the office I stick to a nice milky tea

Favourite film

Anything Marvel! Iron Man being the favourite, who doesn’t love Robert Downey Jr?

What cause/charity do you support?

As my dad was diagnosed with Multiple sclerosis (MS) over 20 year ago now, the charity MS Society UK is very close to me. They conduct research and raise awareness with an aim of a world free from the effects of MS as well as provide essential support to those affected by the disability.

Favourite country/holiday

San Francisco, Hawaii, Melbourne, Cairns, Bali and Hong Kong all in one trip! Managed to fly the full circumference of the world. Closer to home though, I really enjoyed exploring Lisbon, Portugal

Cats or dogs?

I’m a proud owner of a one-eyed black cat but would have to say dogs.