Our Team.

Caroline started her first role in financial services in 2001, developing her career with a large high street bank. After spending 16 years building a wealth of experience she decided to join us in 2017 and  specialise in financial advice administration. We recognised Caroline’s impressive skillset and work ethic so we sponsored her to achieve the distinguished and widely recognised Level 4 Diploma in Paraplanning. Caroline has since been promoted to Paraplanner, a vital role in supporting Financial Advisors for analysis, research and accurate documentation. 

Caroline is well travelled and loves her holidays abroad. Caroline’s  favourite place in the world is Greece. She’s in her happy place with a glass of wine staring at the sea.