Caroline has over 20 years’ experience working in the financial services industry in a variety of roles for major wealth management firms. This experience has enabled Caroline to develop a strong and knowledgeable administrative skill set.
In her current role, Caroline manages the servicing needs of our clients and takes great pride in delivering the first-class service she believes is key to running a successful financial services company.
In her spare time, Caroline enjoys spending time with her young family and her horse.