Caroline joined the team in 2024 with extensive experience in Financial Services across various roles in Recruitment & Training, Administration, Paraplanning and Financial and Mortgage Advice, all contributing to her development and current role as Paraplanning Team Leader. In her collaborative and supportive role, Caroline is dedicated and professional in co-ordinating and supporting the teams across the firm in serving clients across all our offices.
Caroline is a member of the CII, and has many qualifications including her Diploma in Financial Planning (DipFA), Certificate in Long Term Care Planning (Cert LTCP), Certificate in Mortgage Practice (CertCII (MP)), R01, R05, Caliqual Level 4 Pensions.
Outside of work, Caroline enjoys time with her family, walks with her Westies, going to the gym and occasional retail therapy.
