Caroline has been helping clients to make good, well-informed financial decisions since qualifying as a financial planner in 1997. Her experience includes 10 years with a leading accountancy firm and 6 years with a smaller local practice.
She has long believed that money is a means to an end and that whatever your goal in life, you can reach it more easily if your finances are well-organised and you have a clear plan.
Caroline can guide you through the pensions maze, ensure you invest wisely and arrange your affairs tax-efficiently. Most of all, she will relish helping you with life’s big decisions – perhaps to retire early, change direction or gift money to family or charity.
Outside of work
Caroline is an outdoor enthusiast who loves to travel and has a long bucket list; finding the time to tackle it is a constant challenge! Her favourite places include the Dolomites, Yellowstone National Park, Crete, India, wildlife spotting in the Rockies or Africa.…and anywhere with great food!