Our Team

Our Team

Our team of experienced experts are dedicated to helping clients find both the right investment opportunities and the most appropriate wealth protection structures to meet their specific, personal objectives. Our experts pride themselves on forming a deep understanding of clients’ personal and financial objectives, which then enables them to identify the most appropriate, thoroughly researched, bespoke opportunities.

Jan Fletcher OBE


Jan is a well-known and highly respected British entrepreneur, who has successfully owned and operated a large number of diverse businesses. She holds a number of company chairmanships, has vast experience in property investment and development and is co-founder of the on-line US magazine, Prime Women. Her diverse businesses have included restaurants, motor retailing accident repair centres, publishing, radio stations, and commercial vehicle sales.

Jan is currently focused upon her property interests, the retailing and manufacture of natural health products, the syndication of commercial property investments and wealth management. Her past chairman and non-executive director roles include Skipton Building Society, Guardian Media Group’s Real Radio, Euro Direct Group and Call Credit PLC.

In 1997 she was awarded an OBE for Services to Industry and she was also awarded the Veuve Cliquot British businesswoman of the year.

Jan Fletcher - Bacara Wealth - Wealth Management

Charlotte Fletcher


Charlotte has 16 years of experience in trading and financial services.  Having obtained her Investment Management Certificate (IMC) for fund management, she has considerable knowledge of investments.

Charlotte has worked at several top-tier investment banks, such as JP Morgan and Flemings, and as a proprietary trader for the highly successful equities hedge fund GLC Ltd.  Her diverse experience also includes setting up a smaller company sales trading desk at Collins Stewart and working with a CFO in a large asset management company. She is particularly interested in business start-ups and is skilled at advising clients who are in the process of setting up their own companies. Her specialities also include property investment, the arts and charities and she is an angel investor.