Location: Technical Specialist
Tel: 01642 033737
Caroline has worked in the Financial Services industry for over 20 years, with experience in the Banking, Mortgage and IFA sectors. Caroline has held various management roles throughout her career, with a specialism in compliance. She has a particular interest in pensions and retirement planning, having spent the last couple of years as a Pension Transfer Specialist, heading up a Pension Transfer Advice Bureau.
Caroline is a Chartered Associate of the London Institute of Banking and Finance, having achieved the Level 6 Diploma in Financial Advice. She holds a number of qualifications including the Award in Pension Transfers and the Certificate in Long Term Care and Later Life Planning.
Caroline joined Money Matters at the end of 2019. Her role is to work closely with the Directors to ensure the firm maintains its excellence and to manage the day to day compliance of the business, providing technical expertise and guidance to the team.”