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Trainee Financial Planner
Carly works closely with Lee Dunn, David Burridge and the team and enjoys assisting them to fulfil their client’s financial planning needs.
“I enjoy working for a company that genuinely cares about its clients and employees.”
Having worked in the financial services industry for over 20 years, Carly has gained extensive experience working for a variety of financial organisations.
Having achieved the CII qualification – Certificate in Financial Services, Carly is now working her way through the necessary exams to achieve the CII Diploma in Regulated Financial Planning.
Carly has recently been promoted to a Trainee Financial Planner and has already had some involvement in writing recommendations reports for clients and looks forward to further developing her knowledge and skills.
Outside of work
Carly loves animals, especially Pugs and has four of her own which she absolutely adores. When she is not busy spoiling her Pugs, Carly’s other passion is music and enjoys attending events and has a diverse taste in music.