Meet the team

We combine expertise with a personal approach, working closely with you to guide your financial choices and help you achieve your goals.

Charlotte Dovey

Administration and Marketing

About Charlotte

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Professionally

Charlotte combines extensive experience in office management with over nine years in international marketing. She plays a key role in keeping the organisation running efficiently, managing systems and processes that support the team.

Charlotte also oversees client communications across a range of marketing channels, keeping clients informed about the firm’s activities and updates.

With a proactive and detail-focused approach, she ensures day-to-day operations run smoothly and supports the team in delivering effective results.

Charlotte in the spotlight

On an ideal weekend, you can find me:

Walking my dog Amber on the Malvern Hills.

My favourite holiday destination is:

Barbados.

My favourite song to play in the car is:

Driving Home for Christmas – Chris Rea.

The first album I bought was:

Spice Girls.

If I could be any fictional character, I would be:

Princess Leia (Star Wars).

If I could turn any activity into an Olympic sport, I would win a medal in:

Overplanning.

When the dessert menu arrives, I’m looking for:

Crème brûlée.

The three qualities that draw me to new people are:

Authentic, curious, and positive.

My pet peeve is:

Lateness.

The best gift I’ve ever received is:

My dog, Amber.

The three people at my dream dinner party would be:

Sir David Attenborough, Julia Roberts, and Serena Williams.

The three small things that make my day better are:

Hearing my children giggle, a nice cup of tea, and walking the dog.

One thing I haven’t done so far includes:

Skydiving.

About Charlotte

Personally

Outside of work, Charlotte enjoys designing interiors and coming up with creative schemes for rooms at home.

She also loves crafting and baking, constantly whipping up delicious treats that disappear almost as soon as they’re made!

When she can, Charlotte enjoys days out with her family at National Trust locations and taking their dog, Amber, for walks.

Supported by...

We’ve chosen to partner with Benchmark Capital, part of The Schroders Group – a FTSE 100 organisation, allowing  us to benefit from their financial strength, innovative technology, regulatory and compliance knowledge and the expertise of their 300-strong team.

This allows us to give our clients the very best service, backed by the financial strength and resources of a trusted name in financial planning.

Being an Appointed Representative of Benchmark, allows them to take care of the important but time consuming regulatory administration of running an FCA-regulated business, freeing up more time for us at New Path to focus on what really matters: understanding your goals and being there when you need us.

We also work with Verve, the UK’s leading paraplanning team, to provide expert technical support behind the scenes.

Paraplanners are highly qualified professionals who take on much of the detailed research and technical work that goes into creating a financial plan.

By partnering with Verve, we can draw on their experience, precision, and industry-leading resources. This allows us to spend less time on administrative duties and more time doing what we do best – sitting down with you, understanding your goals, and guiding you through the decisions that shape your financial future.

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